AgingInvestor Professional Education
Practical Training for Professionals Serving Aging Clients
Build the knowledge, confidence, and communication skills needed to protect
older clients, support families, and respond to complex aging-related decisions.
Course Collection
Six focused courses for financial professionals
Choose the course that best fits your needs. Contact us for current
availability, delivery format, pricing, group training, and continuing
education information.
Best Practices for Managing Clients With Diminished Capacity
Learn to recognize warning signs of cognitive and financial impairment, understand the major domains of financial capacity, and develop a practical response plan when a client’s decision-making abilities appear to be changing.
What you will learn
- Understand how aging and dementia can affect financial decision-making.
- Recognize cognitive, communication, calculation, orientation, and behavioral warning signs.
- Identify concerns that should prompt additional action or consultation.
- Develop a practical plan for responding to possible diminished capacity.
Regulatory Changes Advisors Must Face With Aging Clients
Review the expectations of regulators and industry organizations concerning older investors, financial exploitation, trusted contacts, escalation procedures, advisor training, and senior-specific protective practices.
What you will learn
- Understand the elements of a strong senior-client protection program.
- Recognize major regulatory concerns involving older and vulnerable investors.
- Compare your practices with protective approaches used by leading firms.
- Identify steps your organization can take to strengthen readiness and compliance.
Best Practices for Communication Challenges With Senior Investors
Explore practical ways to communicate with clients experiencing changes in hearing, vision, mobility, memory, or judgment. The course includes strategies and language for approaching sensitive conversations respectfully and effectively.
What you will learn
- Accommodate common physical barriers that affect advisor-client communication.
- Prepare for conversations about memory loss and third-party involvement.
- Respond constructively when a client resists discussing difficult concerns.
- Use proven communication techniques for sensitive client conversations.
Improving Intergenerational Wealth Transfers
Help families prepare for wealth transfer through better communication, stronger relationships with heirs, and a more deliberate process for preparing the next generation.
What you will learn
- Facilitate advisor-led intergenerational conversations.
- Build productive relationships with clients’ heirs and future decision-makers.
- Improve communication around family expectations, responsibilities, and legacy.
- Apply practical techniques that support more successful wealth transitions.
What You Can Do About Financial Elder Abuse
Learn how diminished financial capacity can increase vulnerability to exploitation, how to recognize common warning signs, and how advisors and firms can respond through clear protective policies and escalation procedures.
What you will learn
- Understand the scope and impact of financial elder abuse.
- Recognize the connection between diminished capacity and exploitation risk.
- Identify important warning signs of possible abuse.
- Develop an action plan for protecting clients who may be at risk.
Best Practices for Success With Family Meetings
Build confidence in planning and facilitating family meetings involving aging, wealth, care, decision-making, inheritance, and family dynamics. Learn when an advisor can lead the process and when additional professional help may be needed.
What you will learn
- Understand why family communication can strengthen wealth-transfer planning.
- Create a constructive structure for difficult family conversations.
- Strengthen trust among the client, advisor, and family members.
- Recognize warning signs that conflict may require specialized assistance.
Customized Programs Available
Need training for a firm, advisor team, or organization?
Ask about customized presentations, webinars, policy development,
advisor education, and aging-client consulting.
Direct email:
drmikol@agingparents.com