Course Description

OBJECTIVES OF THIS 1-HOUR OVERVIEW-LEVEL COURSE:

  • Understand the causes and types of dementia
  • Recognize warning signs and symptoms of dementia
  • Broach this topic using an effective interview model
  • Prepare for the needs of your aging clientele

Upon successful completion, a certificate will be issued and your course provider will report to the CFP Board using the information you provide on sign-up.  * Your CFP Board ID is required*

This course is available to you for 30 days regardless of when you complete.  

Course provider

Yvonne Poulin

Yvonne is an Elder Planning Counselor who is passionate about breaking the stigma of dementia through education and empowerment.Her courses are fun, informative, and particularly useful for persons providing financial advocacy and future direction for clients affected by dementia and their loved ones.

Course curriculum

  • 1

    Welcome to the course!

  • 2

    Required Reading Documents

    • Alzheimer's Brochure - Normal age-related cognitive decline vs dementia

    • Warning signs single page - recommended download

    • TACTT Communication Strategy

  • 3

    Lesson 1 - Dementia Basics

    • Define Dementia

    • Memory Loss

    • Explain Dementia

    • Discuss Dementia

    • Quiz # 1 - Signs and Types of Dementia

  • 4

    Lesson 2 - Causes and Prevention

    • Irreversible Dementias

    • Reversible Conditions

    • Statistics

    • Prevention

    • Quiz #2: Causes and Prevention

  • 5

    Chapter 3 - Dementia Stages

    • Early Stage

    • Middle Stage

    • Late Stage

  • 6

    Lesson 4 - Communications

    • Why talk about dementia?

    • What Next?

    • TACTT Workplace Video

    • TACTT Communication Strategy

    • Quiz # 3 - Behaviors and TACTT

  • 7

    Conclusion

    • Success Tools

    • Course Evaluation