how to help when your client isn't ok
it is only a matter of time
Money and all things financially related can be mentally and emotionally taxing for your clients and your staff. The importance of learning how to assist an individual with mental health crises/issues has never been needed more. With today’s regulatory obligations, it is critical not only for financial advisors to recognize when a client is mentally unwell but also to ensure that they are taking appropriate steps to mitigate any financial improprieties resulting from poor mental health and bad decision-making.
This course was designed utilizing the Canadian Mental Health Commission’s mental health first-aid course that has been tailored specifically to the unique requirements that financial advisors have when dealing with their clients.
Quick Info
- 3 hours (virtual / in person)
- 3.5 CM/PD credits
- suitable for a single branch, or large group
- Can be scheduled for your convience
let's talk!
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