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.
AUTHOR
Anastasia Santoreneos
Recommended for you
With regional and rural suburbs exhibiting high spare capacity to invest, Money Management speaks to three regional advisers on the opportunities beyond the major cities and the importance of a strong network.
Platform consolidation is expected to accelerate among financial advisers this year, as software company Finura pinpoints which two platforms are set to be the winners, thanks to this trend.
The software provider has made several appointments in its APAC wealth propositions team, with a focus on driving growth across digital advice, Xplan and strategic partnerships.
The platform has announced it plans to close its Xplore managed discretionary account service in 2026 which holds $2 billion in funds under administration.
