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

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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

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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.

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