Kaplan educates advisers on dementia



Financial advisers will have access to specialised content on clients with dementia to offer better services following a new partnership between Kaplan Professional and charity Dementia Australia.
The partnership would see specialist articles delivered through Kaplan’s flagship continuing professional development (CPD) platform, Ontrack, and include interviews from Dementia Australia and financial advisers who worked with people living with dementia.
Kaplan’s chief executive officer, Brian Knight, said given one in 10 people over the age of 65, and three in 10 over the age of 85 live with dementia, it would be beneficial for the Australian public for financial advisers to have a wider understanding of the condition.
“The figures suggest many more Australians and their families are going to need the specialist advice of a financial adviser who is not only aware of the impacts but has the confidence and knowledge to support their client,” he said.
Dementia Australia executive director, business development, Leanne Emerson, said people living with dementia needed the same support and understanding as anyone seeking financial advice, and advisers should have the confidence to support clients living with the condition.
Nearly 27,000 individuals viewed the first round of articles, which were made available in April, and more than 600 completed the CPD assessment component.
Recommended for you
Licensing regulation should prioritise consumer outcomes over institutional convenience, according to Assured Support, and the compliance firm has suggested an alternative framework to the “licensed and self-licensed” model.
The chair of the Platinum Capital listed investment company admits the vehicle “is at a crossroads” in its 31-year history, with both L1 Capital and Wilson Asset Management bidding to take over its investment management.
AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies.
With a large group of advisers expecting to exit before the 2026 education deadline, an industry expert shares how these practices can best prepare themselves for sale to compete in a “buyer’s market”.