In this module, students learn about a role, poorly understood and little practiced. Advocacy, at various levels and in various circumstances, is explored and exemplified. Students learn the difference between advocacy and activism, and are made aware how different advocacy strategies can be mutually beneficial to the seniors (and their families) they deal with, and to themselves, as professionals.
Qualifies for the Continuing Education Credits:
- The Institute For Advanced Financial Education/Advocis – 1.25 credits
- Financial Planners Standards Council/CFP – 1.50 credits
For continuing educational information on all our courses, click here.