Financial Ethics and Dementia
USA Continuing Education Course (1 CTFA credit)
BE PREPARED
Build your capacity for ethical decision making where dementia is a factor.
Prepare for the needs of your aging clientele.
Prevent avoidable conflict involving dementia and finances.

GAIN 1 CTFA CREDIT
Dementia Overview and Financial Ethics has been approved for 1 CTFA credit.
This statement should not be viewed as an endorsement of this program or its sponsor.
ICB Members must report these credits at aba.csod.com.

This course is available to you for 30 days regardless of when you complete.
Feel to review the material and share your knowledge of dementia.
Yvonne Poulin
Advisor Principles
Business Ethics
Code of Ethics
Quiz # 2
Reading of Ethics Scenario
Ethics Scenario and Grading Chart (print pages 1 and 2)
Grading Chart Example
Quiz #3 Scenario Score
Scenario Discussion
Success Tools
Conclusion