Protecting Vulnerable Investors

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• 1 - Introduction.mp4 (44.5 MB)
• 10 - Warning Signs of Dementia.mp4 (26.1 MB)
• 11 - Understanding Elder Abuse.mp4 (60.2 MB)
• 12 - Elder Financial Abuse.mp4 (100.9 MB)
• 13 - Scams Targeting Seniors.mp4 (86.6 MB)
• 14 - Case Kathleen.mp4 (26.4 MB)
• 15 - Penalties and Enforcement.mp4 (27.6 MB)
• 16 - Regulatory Requirements for Advisors.mp4 (30.0 MB)
• 17 - Regulatory Requirements for All Advisors.mp4 (20.1 MB)
• 18 - Suitability.mp4 (44.4 MB)
• 19 - Know Your Client KYC.mp4 (57.1 MB)
• 2 - Old Age and the Decline in Financial Literacy.mp4 (20.3 MB)
• 20 - Know Your Product KYP.mp4 (47.5 MB)
• 21 - Regulatory Changes for Advisors.mp4 (14.7 MB)
• 22 - Communicating with your Clients.mp4 (24.8 MB)
• 23 - Good Communication Practices for Senior Clients.mp4 (33.7 MB)
• 24 - Handling Complaints.mp4 (13.4 MB)
• 25 - Regulatory Expectations.mp4 (22.9 MB)
• 26 - Important Client Documents.mp4 (11.9 MB)
• 27 - Power of Attorney POA.mp4 (36.7 MB)
• 28 - Spotting and Preventing POA Abuse.mp4 (38.3 MB)
• 29 - Trusted Contact Person TPC.mp4 (55.9 MB)
• 3 - The Demographic Shift in Canada.mp4 (32.7 MB)
• 30 - Temporary Holds on Client Disbursements.mp4 (50.3 MB)
• 31 - Understanding Capacity.mp4 (43.7 MB)
• 32 - Evaluating Capacity.mp4 (85.9 MB)
• 33 - Taking Steps if Incapacity or Abuse is Suspected.mp4 (42.7 MB)
• 34 - Firmlevel Measures to Protect Senior Clients.mp4 (54.1 MB)
• 35 - Implementing an Escalation Process.mp4 (45.8 MB)
• 36 - Conclusion.mp4 (41.8 MB)
• 4 - The Wealth Transfer.mp4 (44.9 MB)
• 5 - Financial Concerns with Aging.mp4 (39.1 MB)
• 6 - Who are Vulnerable People.mp4 (29.7 MB)
• 7 - Challenges for Advisors and Firms Dealing with Vulnerable Clients.mp4 (54.2 MB)
• 8 - Normal Cognitive Aging.mp4 (46.5 MB)
• 9 - Cognitive Impairment and Dementia.mp4 (43.6 MB)
• Bonus Resources.txt (0.4 KB)