Protecting Vulnerable Investors


No course prerequisites!


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.

Who this course is for:

  • Financial professionals, particularly in Canada
  • Family and friends caring for someone with diminished capacity


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