Dementia Overview and Financial Ethics

Accredited Online Course | taught by Yvonne Poulin

Course description


This engaging 2-hour course will empower you to:

  • Understand the causes and types of dementia
  • Recognize telltale signs and symptoms of dementia
  • Broach this topic using an effective communication strategy
  • Build your capacity for ethical decision making
  • Gain perspective from your peers via group discussion and debate
  • Prepare for the needs of your aging clientele
  • Prevent avoidable conflict involving dementia and finances

This course is available to you for 30 days regardless of when you complete.

Feel to review the material and share your knowledge of dementia.

Yvonne Poulin
Yvonne Poulin
Dementia Care Instructor

Yvonne is an Elder Planning Counselor who is passionate about breaking the stigma of dementia through education and empowerment.

Her courses are fun, informative, and particularly useful for persons providing financial advocacy and future direction for clients or loved ones affected by dementia.

Yvonne Poulin

info@dementiacareexpert.com

Course Curriculum

Introduction
00:55
Welcome Video
Disclaimer
Warning Signs - single page FREE
Introduction slides 1 - 3 FREE
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Lesson 1
Presentation slides 1 -3 FREE
Trouble shooting
Alzheimer's Brochure - Dementia vs Normal Age-Related Cognitive Decline (optional download) FREE
Quiz: Signs and Types of Dementia FREE
Dementia At A Glance (optional download)
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Lesson 2
Presentation slides 1 - 5
Quiz: Causes, Risks, Behaviours
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Lesson 3
03:46
Presentation slides 1 - 2
TACTT Communication Strategy FREE
TACTT Video FREE
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Lesson 4
Advisor Principles
Presentation slides 1 - 2
Quiz: Ethics and TACTT
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Lesson 5
Presentation slide
Ethics Scenario
Quiz: Scenario Score
Discussion: Scenario Response
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Lesson 6
00:17
Success Tools
Conclusion
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Reviews (3)

Great Concise Course on a Sensitive Topic

by Blair Corkum
Thanks for a nice concise course with good principles explained. While not a financial planner that sells any product (I am an hourly based fee only financial planner (CPA, CA, R.F.P., CFP), I work a lot with seniors, and have several with various stages of dementia (including my mother-in-law). I have volunteered in the past with Alzheimer PEI, and am quite familiar with the disease symptoms, but the course was a good refresh and a nice ethics angle.

a wonderfully laid out and informative course

by Mark Samborski
Thank you for the great avenue to explore this scenario and think it through methodically. Yvonne gives an approach to problems in this area that allow us to work through situations in relation to the ethics and standards that the CFP designation supports and upholds.

by Suzanne Niefer
I found the course content to be very relevant and informative. Thanks Yvonne.

Great Concise Course on a Sensitive Topic

by Blair Corkum
Thanks for a nice concise course with good principles explained. While not a financial planner that sells any product (I am an hourly based fee only financial planner (CPA, CA, R.F.P., CFP), I work a lot with seniors, and have several with various stages of dementia (including my mother-in-law). I have volunteered in the past with Alzheimer PEI, and am quite familiar with the disease symptoms, but the course was a good refresh and a nice ethics angle.

a wonderfully laid out and informative course

by Mark Samborski
Thank you for the great avenue to explore this scenario and think it through methodically. Yvonne gives an approach to problems in this area that allow us to work through situations in relation to the ethics and standards that the CFP designation supports and upholds.

by Suzanne Niefer
I found the course content to be very relevant and informative. Thanks Yvonne.