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   3.9  4 reviews on Udemy

Protecting Vulnerable Investors

Helping financial advisors protect their vulnerable clients
Course from Udemy
 516 students enrolled
 en
Students will learn about who vulnerable investors are, including elderly investors and those with diminished capacity
Students will learn about measures and steps that can help protect vulnerable investors from financial exploitation

Diminishing capacity and financial exploitation of seniors has become a top priority among regulators of the financial services industry. This course was designed to help support the financial services industry and protect vulnerable investors. If you are an investment advisor or financial planner, particularly in Canada, this course will help you to better protect your most vulnerable clients.

Protecting Vulnerable Investors
Free
per course
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