Protecting Vulnerable Investors

Online Course

Udemy
Protecting Vulnerable Investors

What is the course about?

Protecting Vulnerable Investors
The course Protecting Vulnerable Investors is an online class provided by Udemy. It may be possible to receive a verified certification or use the course to prepare for a degree.

Helping financial advisors protect their vulnerable clients

Course description
  • Protecting Vulnerable Investors
  • Students will learn about who vulnerable investors are, including elderly investors and those with diminished capacity
  • Students will learn about measures and steps that can help protect vulnerable investors from financial exploitation
  • No course prerequisites!
  • 1.5 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
  • John Waldron

Prerequisites & Facts

Protecting Vulnerable Investors

Course Topic

Compliance, Finance & Accounting, Financial Planning

University, College, Institution

Udemy

Course Skill Level

Course Language

English

Place of class

Online, self-paced (see curriculum for more information)

Degree

Certificate

Degree & Cost

Protecting Vulnerable Investors

To obtain a verified certificate from Udemy you have to finish this course or the latest version of it, if there is a new edition. The class may be free of charge, but there could be some cost to receive a verified certificate or to access the learning materials. The specifics of the course may have been changed, please consult the provider to get the latest quotes and news.
Udemy
Protecting Vulnerable Investors
provided by Udemy

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School: Udemy
Topic: Compliance, Finance & Accounting, Financial Planning