Master crucial ethical judgments when clients lose capacity. Navigate power disparities and uphold professional standards with tailored, client-focused advice.
This session provides participants with background on elder abuse and up-to-date case law surrounding both the broader landscape of elder abuse and the specific role of the adviser within it. As one in six older Australians will experience some form of elder abuse, this course is critical for advisers seeking to understand the risks faced by clients and the professionals who serve them.
Using an engaging, case-study-driven approach, the course illustrates the complexities advisers may encounter in practice, offering essential insights into navigating high-stakes scenarios while upholding professional standards and acting in the best interests of clients.
Learning Objectives
By the end of this course, participants will be able to:
Australia's Leading Professional Association for the Financial Advice Profession
The Financial Advice Association of Australia (FAAA) is the leading body representing financial planning and financial advice professionals in the Southern Hemisphere. We deliver high-quality learning experiences designed to drive real-world-results for professionals. With thousands of professionals benefiting from our Continuing Professional Development (CPD, PD, CPE, CE) webinars, we’ve helped lawyers, accountants, financial planners, financial advisers, solicitors, fund managers, financial coaches, government officials, insurance and mortgage brokers and many more professionals enhance their skills, stay informed, remain compliant and advance in their careers. We bridge the gap between theory and practice, offering content curated by industry experts to equip you with practical knowledge in high-demand areas. Investing in the FAAA’s professional development content means choosing quality, convenience and credibility. We delve into current issues often with live case studies presented by professionals who walk the talk. Our webinars are not only informative but also practical, providing you with actionable insights that you can apply in your daily practice. Our speakers are from various backgrounds, including law, accounting, finance and more. We specialise in practical training in areas such as Ethics, Regulatory & Compliance, Expat- Tax, Client Care and Technical Competence. Whether you are a professional, recent graduate, manager or lifelong learner, you’ll find practical courses to advance your career with confidence.
Client Director | Pitcher Partners Advisors
After a career as a lawyer, leading two of Australia’s largest national estate planning teams, Anna is currently a client director within the Family Office team at Pitcher Partners. While studying her combined Bachelor of Arts (Hons)/Law (Hons), Anna studied in Berlin with a German government scholarship to research her thesis topic investigating the language of fear in a series of letters written by Jewish refugees escaping Vienna to Melbourne in 1937. After being admitted as a legal practitioner, she initially focussed on Elder Law, later becoming an accredited specialist in the area of Wills & Estates as well as a member of the Society of Estate and Trust Practitioners. During her time as a legal practitioner, she has focussed on complex estate planning and assisting high net worth individuals to understand their estate planning objectives. Anna also became host of Australian Unity’s popular podcast “What Happens When I Die?” and served as legal consultant on seasons two and three of the ABC’s award-winning television series “Fisk”. In her spare time, Anna is Vice President of the Macleod College school council and is the past president of Probus Women’s Housing Committee, providing low-cost accommodation to elderly women in Melbourne.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
