myCPE

Ethics and Seniors: Understanding the Mature Market 2 Credits

Jan 07, 2025, 10:00 AM ET

Ethics and Seniors: Understanding the Mature Market 2 Credits

  • Rating

    4.6

  • Reviewed on

    February, 2025

  • Subject Area

    Behavioral Ethics

Select your learning mode

  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate
Jan 07, 2025, 10:00 AM ET

Learning Objectives

  • To discuss and understand the communication styles and language suitable for senior clients and how to tailor presentations to them.
  • To analyze the social, familial, physical, and cognitive changes that occur as people age.
  • To explain the decision-making process seniors use to select financial professionals and the traits they seek in advisors.
  • To inspect and recognize the signs of diminished cognitive capacity and elder financial abuse.
  • To identify the specific steps professionals can take to provide ethical service to clients and to protect themselves from potential liability.

Course Overview

Unlock the secrets to ethical communication with your senior clients in our engaging course, "Ethics and Seniors: Understanding the Mature Market." As your clients age, the way you approach financial discussions becomes paramount. This online webinar explores the fiduciary responsibility that encompasses additional roles necessitated by age or family situations.

As a trusted advisor, comprehending the unique social, familial, physical, and cognitive issues that seniors face is key to guiding their financial decision-making effectively. Working with this segment of clients can be both rewarding and challenging, and this CPE Ethics Course is expertly designed to equip you with practical communication skills that ensure suitable guidance and product recommendations while safeguarding against potential liability.

Whether you're a financial or accounting professional, this 2-hour program led by the esteemed Ilene Slatko will inform and instruct you on ethical communication strategies tailored to your senior clients. Ilene Slatko, a speaker and serial entrepreneur with over 30 years of experience in the financial industry, is your guide for this insightful journey. Don't miss this opportunity to enhance your practice and serve your senior clients with the utmost professionalism and ethical integrity.

Major Topics Covered:

  • Understanding of the communication styles and language suitable for senior clients and how to tailor presentations to them
  • The social, familial, physical, and cognitive changes that occur as people age
  • The decision-making process seniors use to select financial professionals and the traits they seek in advisors
  • The signs of diminished cognitive capacity and elder financial abuse
  • The specific steps professionals can take to provide ethical service to clients and to protect themselves from potential liability

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Behavioral Ethics for Certified Public Accountants (CPA-US) 2 CPE Approved
Professional and ethical behavior for CPA in Canada 2 CPD Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332968) (Valid upto : Dec 31, 2025) 2 CE Approved
Behavioral Ethics for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Behavioral Ethics for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE040) (Valid upto : Dec 31, 2025) 2 CE Approved
Behavioral Ethics for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 2 CE Eligible
Behavioral Ethics for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE040) (Valid upto : Dec 31, 2025) 2 CE Approved
Behavioral Ethics for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Behavioral Ethics for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Behavioral Ethics for Retirement Management Advisor (RMA) (Approval No. 23MYCPE040) (Valid upto : Dec 31, 2025) 2 CE Approved
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
License details Credits Status
Behavioral Ethics for Certified Public Accountants (CPA-US) 2 CPE Approved
Professional and ethical behavior for CPA in Canada 2 CPD Eligible
Behavioral Ethics for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Behavioral Ethics for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 2 CE Eligible
Behavioral Ethics for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Behavioral Ethics for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible

Additional Information

Credits

2

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

Dive into the world of CPA CPE Courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!

About Instructor

Ilene Slatko

Ilene Slatko

Principal, DSS Consulting

  • 4.5
  • rating
  • rating
  • rating
  • rating
  • rating

For the past 35 years Ilene has provided financial literacy and investment education for individual clients to enhance their understanding of money, finances, and investments; and to organizations with a particular emphasis on retirement planning. She has worked for notable Washington, DC area investment companies in management and in building organizational depth in financial education. 

Ms. Slatko has significant experience in the areas of leadership development, team development, career development, executive coaching and talent management. She has expertise in designing learning solutions – virtual instructor-led training and instructor-led -- to meet the unique challenges of clients. She was a key provider of executive and employee education for The Southland Corporation, U.S. Mapping, Century 21, and ERA Real Estate. She has worked with executives and leaders in the areas of communication, selling, client management, leadership development, and team development. 

Ms. Slatko has extensive experience in Federal retirement programs and training federal employees. When the previous retirement system was replaced by FERS, Ilene was at the forefront of presentations to educate affected employees in their choices. She has been a trainer for retirement presentations at agencies throughout the DC area,

She has been a speaker at conferences including the Army Materiel Command Women’s Financial Day, Delaware Women’s Conference, and numerous youth financial literacy programs. Ms. Slatko is currently the host of a weekly Roku and Apple TV show called, The *It Show, the first financial program designed specifically for young women. In addition, she has been the Director of Training for companies in the financial and real estate fields. 

Ilene is an alumna of Marietta College where she studied Drama, Speech, and English. 

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

Excellent

Very Good

Average

Poor

Terrible

JG

Jayne Grimes, AFSP

5

I thought the presenter did a wonderful job of balancing the human aspects along with the technical and legal elements. Bringing up the "less than ethical" components provides the ongoing wariness that is necessary in protecting our clients' safety and best interests, especially as they become more vulnerable with age. I really appreciated the instructor's candor about her own aging and relating to her clients' personal (not just financial) needs.

MHK

Muna Hanna Khoury, CPA (US)

5

Very attentive and informed presenter. Wish some material specific to Canadian CPAs was included since the course qualifications mentions CPD for Canadian CPA. Having said that, I need to thank the presenter for her willingness to share more detailed material related to Canada in case contacted. I very much enjoyed and appreciated the webinar.

Recommended Courses

2025 Virginia-Approved Yellow Book Ethics

Mar 24, 01:00 PM ET

  • CGAP
  • CGFM
  • CPA (US)
  • IAP
  • QIAL
  • Yellow Book
  • IA LPA
  • ME LPA
  • DE LPA
  • CICA
  • CCS

Latest Enrolled Agent (EA) Ethics Course

Mar 24, 03:00 PM ET

  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • Maryland Tax Preparer
  • ERPA
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA

Life on a 5-Second Delay: Ethics Lessons Learned from Lifelong Hearing Loss

Mar 25, 10:00 AM ET

  • CPA (US)
  • HRCI
  • SHRM
  • IA LPA
  • ME LPA
  • DE LPA

AI Ethics: Ensuring Fairness and Transparency

Mar 25, 04:00 PM ET

  • CFE
  • CGFM
  • CPA/CITP
  • CIA
  • CMA
  • CPA (US)
  • CGMA
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA

AI and Data Privacy: Balancing Innovation with Ethical Responsibility

Mar 26, 01:30 PM ET

  • CFE
  • CGFM
  • CPA/CITP
  • CIA
  • CMA
  • CPA (US)
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA

Building Trustworthy AI: Strategies for Ethical AI Governance

Mar 27, 11:30 AM ET

  • CFE
  • CGFM
  • CPA/CITP
  • CIA
  • CMA
  • CPA (US)
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA

Inclusions

  • Multiple Credits

    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting

    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker

    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault

    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders

    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access

    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support

    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

Exclusive mobile
app for our unlimited
access subscribers

Get Started with Unlimited Learning

Select your plan, complete your payment, and access a world of knowledge.

Subscription Inclusions Silver Gold
15,000+ Hrs of CPE approved Content
tooltip

Largest content library covering all aspects of professional development.

500+ Emerging Subject Areas
tooltip

Wide range of subject areas tailored to meet diverse learning needs of all the department of the firm.

50+ State- Specific Ethics Courses
tooltip

Stay compliant with ethics requirements for every state.

50+ State Compliance Packages
tooltip

Pre-selected courses for quick compliance, saving time and effort.

100+ Advanced Certification Programs
tooltip

Expert-led programs to build advanced expertise and strengthen your career credentials.

AICPA Eligibility Programs (CFF, ABV, PFS)
tooltip

Pre-Packaged Eligibility Courses for AICPA designations such as PFS, ABV, and CFF, offering CPE credits upon completion.

Compliance Tracker and Credit Vault
tooltip

Store all your certificates in one place, stay compliance-ready with ease, and track your progress effortlessly using the built-in credit tracker.

Instant Certification and Fast Reporting
tooltip

Instant reporting to IRS, CFP Board, and other governing bodies.

Mobile App Access (iOS and Android)
Access to Communities
tooltip

Join communities tailored to your specific interests and areas of expertise.

Select Tenure

Start Your Subscription 

Start your journey towards learning and compliance.

card

$299$199 For 12 Months

Start Your Subscription

$299$199/year

Secure unlimited access

Click Here

More Reasons to Subscribe

  • true true
    80% of Content Rated 4.5+ Stars
    High-quality content rated by professionals.
  • true true
    4X More Content at 1/3rd the Price
    Serious value compared to your regular provider!
  • true true
    Non-Sponsored Content
    Purely educational, unbiased content for your learning.
  • true true
    Monthly & Quarterly Updates
    Keeping you ahead of trends and changes.
  • true true
    Podcasts with Industry Leaders
    Learn and Earn CPE from experts on the go.
Subscribed
Brian purchased a subscription.
Subscribed
Patti purchased a subscription.
Subscribed
Christie purchased a subscription.
Subscribed
Quincy purchased a subscription.
Subscribed
Jennifer purchased a subscription.
Subscribed
Scott purchased a subscription.
Subscribed
Torisheju purchased a subscription.
Subscribed
Joseph purchased a subscription.
Subscribed
Michele purchased a subscription.
Subscribed
Vijay purchased a subscription.
Subscribed
Stephanie purchased a subscription.
Subscribed
JB purchased a subscription.
Subscribed
Robert purchased a subscription.
Subscribed
Carol purchased a subscription.
Subscribed
Steven purchased a subscription.
Subscribed
Simran purchased a subscription.
Subscribed
Elizabeth purchased a subscription.
Subscribed
Joseph purchased a subscription.
Subscribed
Archana purchased a subscription.
Subscribed
Jennifer purchased a subscription.
Subscribed
Jennifer purchased a subscription.
Subscribed
Polly purchased a subscription.
Subscribed
Jason purchased a subscription.
Subscribed
Xiaoli purchased a subscription.
Subscribed
BETTY purchased a subscription.
Subscribed
Taryn purchased a subscription.
Subscribed
Heng purchased a subscription.
Subscribed
Azeez purchased a subscription.
Subscribed
Josh purchased a subscription.
Subscribed
Robert purchased a subscription.
Subscribed
TEL purchased a subscription.
Subscribed
ROBERET purchased a subscription.
Subscribed
Layla purchased a subscription.
Subscribed
Christopher purchased a subscription.
Subscribed
RAYMOND purchased a subscription.
Subscribed
Brett purchased a subscription.
Subscribed
Isabelle purchased a subscription.
Subscribed
Barry purchased a subscription.
Subscribed
Christopher purchased a subscription.
Subscribed
Isis purchased a subscription.
Subscribed
Heather purchased a subscription.
Subscribed
Yusimy purchased a subscription.
Subscribed
Darthula purchased a subscription.
Subscribed
Alecia purchased a subscription.
Subscribed
Brandon purchased a subscription.
Subscribed
ALINA purchased a subscription.
Subscribed
Melissa purchased a subscription.
Subscribed
Joseph purchased a subscription.
Subscribed
John purchased a subscription.
Subscribed
Veronica purchased a subscription.
Subscribed
Irina purchased a subscription.
Subscribed
Theresa purchased a subscription.
Subscribed
Linda purchased a subscription.
Subscribed
Ashley purchased a subscription.
Subscribed
Kimberly purchased a subscription.
Subscribed
Kristi purchased a subscription.
Subscribed
Jennifer purchased a subscription.
Subscribed
RONALD purchased a subscription.
Subscribed
Frederick purchased a subscription.
Subscribed
Patsy purchased a subscription.
Subscribed
Rachel purchased a subscription.
Subscribed
Mila purchased a subscription.
Subscribed
Nancy purchased a subscription.
Subscribed
Deborah purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
phillip purchased a subscription.
Subscribed
Tracey purchased a subscription.
Subscribed
Keri purchased a subscription.
Subscribed
Essayas purchased a subscription.
Subscribed
Ryan purchased a subscription.
Subscribed
Dante purchased a subscription.
Subscribed
Jennifer purchased a subscription.
Subscribed
Alejandro purchased a subscription.
Subscribed
Shirlene purchased a subscription.
Subscribed
Sabrina purchased a subscription.
Subscribed
Kathleen purchased a subscription.
Subscribed
Darius purchased a subscription.
Subscribed
Abria purchased a subscription.
Subscribed
Richard purchased a subscription.
Subscribed
Rachael purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Erin purchased a subscription.
Subscribed
Jennifer purchased a subscription.
Subscribed
BRENT purchased a subscription.
Subscribed
Sandra purchased a subscription.
Subscribed
Cheryl purchased a subscription.
Subscribed
Courtney purchased a subscription.
Subscribed
karl purchased a subscription.
Subscribed
Edward purchased a subscription.
Subscribed
Robert J GARDENER purchased a subscription.
Subscribed
Kate purchased a subscription.
Subscribed
Ben purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Kenneth purchased a subscription.
Subscribed
Ron purchased a subscription.
Subscribed
John purchased a subscription.
Subscribed
Christopher purchased a subscription.
Subscribed
Kathryn purchased a subscription.
Subscribed
Christopher purchased a subscription.
Subscribed
Audra purchased a subscription.