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
A financial advice firm has seen a weekly decline of 10 advisers, with all moving to a new licensee, while Centrepoint Alliance continues its “growth story”.
Sequoia Financial Group has seen a top-level reshuffle as the chair of the board, John Larsen, steps down after five years in the position.
As statements of advice move into the rear-view mirror, Vital Business Partners explores how financial advisers are adopting innovative documentation strategies.
Adviser Ratings has explored whether there is a financial benefit to advice firms seeking to have a specialised client base in terms of client assets and fees charged.
