Kaplan educates advisers on dementia

kaplan professional financial planning

image
image
expand image

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.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

12 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

4 days 17 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 2 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 4 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

3 days 15 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 days 18 hours ago