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Certified Senior Advisor (CSA) Ethics Course (Pre-Approved for # CSA CE Credits)

  • CSA

Published: October, 2022

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  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Ethically working with senior clients
    7 mins
  • Fiduciary standards
    26 mins
  • Suitability of recommendations
    38 mins
  • Most important things for clients to understand
    51 mins
  • Change in financial capability
    76 mins
  • Specific rules - Trust
    120 mins
  • Specific rules - Professionalism
    142 mins

Course Description

The course is Pre-Approved for # CSA CE Credits by CSA Certification Council.