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Provider: Kaplan Financial Education
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C80071
Kaplan Financial Education
Credits
2.0
Content Area
Ethics & Professional Responsibility
Description

Financial exploitation occurs when a person misuses or takes the assets of a vulnerable adult for their own personal benefit. Assets are commonly taken via forms of deception, false pretenses, coercion, harassment, duress and threats. This course will provide answers to these questions: What is financial exploitation? Who does it impact? What are the signals? Why should you care? What to do about it? Additionally, this course will review the features of a variable annuity, suitability of variable annuities, and supervisory responsibilities in regards to variable annuities.

Topic(s)
Ethics
Credits
2.0
Format
eLearning module
Other Professional Designations
CFP
CIMA
Complexity
Intermediate
Content Area
Ethics & Professional Responsibility
Course Date
On Demand
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C26621
Kaplan Financial Education
Credits
1.0
Content Area
Ethics & Professional Responsibility
Topic(s)
Regulations
Credits
1.0
Format
eLearning module
Other Professional Designations
CFP
CIMA
Complexity
Overview/Beginner
Content Area
Ethics & Professional Responsibility
Course Date
On Demand
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