What will you learn about?

  • Describe various forms of financial exploitation of elderly clients
  • Detect the warning signs of financial exploitation of elderly clients
  • List the guidelines for elderly clients to protect themselves
  • Give a profile of the typical victim of financial exploitation
  • Give profiles of the different types of perpetrators of financial exploitation, and the range of schemes they perpetrate
  • Understand the behavioural and financial warning signs of financial exploitation
  • Discuss how financial professionals can protect clients against financial exploitation
  • Use interview guidelines with a suspected victim of financial exploitation
  • Differentiate between dementia and financial exploitation