This course supports professional practice in financial services in three vital ways. First, it helps participants better understand how changes in aging demographics will have macro and microeconomic consequences. It will also help participants develop their knowledge of how aging impacts their older clients abilities to engage with their financial planning and specific steps they can take to support older clients. Finally, it will explore the concept of numeracy, how it underlies all financial decision-making, and how numeracy interacts with aging.
After reading the course material, you will be able to:
This course is designed for financial and accounting professionals who desire to better understand and assist their older clients. Given the changes in demographics a measure of competency in working with older clients is an ethical practice consideration.
