has successfully completed the 2 hour online course
YBPoulin
CERTIFICATE OF COMPLETION
Mark Samborski
Y.B.Poulin RMT, EPC
FPSC 1440
IAS15141702
December 31, 2016
Dementia Overview and Financial Ethics
1 credit Financial Planning + 1 credit Professional Responsibility: Ethics
Mark Samborski
An institute approved Continuing Education Course for Canadian financial planners, advisors, insurance professionals, and bankers.
Skills / Knowledge
- Identify signs and symptoms of dementia.
- Use an effective communication strategy to broach the subject of dementia with clients
- Prepare for situations involving Powers of Attorney
Issued on
December 31, 2016
Expires on
Does not expire