CIRO Course ID:
25-0660CP
Protecting the "Tree of Life" - Older & Vulnerable Clients, the Trusted Contact Person, and Identifiable Red Flags
Pending CIRO accreditation
You’re the owl, protecting the “Tree of Life” — your older and vulnerable clients. Learn about ongoing registrant obligations, how to identify signs of financial abuse and exploitation, and how to better support and protect your clients.
CIRO Course Credits:
2.5 hrs / CM (Compliance) or PD (Professional Development)
Format:
Micro-learning videos (3-5 mins) with 60 minute assignment and mini quizzes throughout
$100
Bulk purchase discount
For start-ups or businesses on a budget, our courses can be purchased in bulk at a discounted rate. Contact us for more information.
