Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This seminar is an interactive and engaging 2 hour workshop that will empower professionals in the financial services industry who work with clients who may be experiencing financial distress.
Participants in this seminar will be able to recognize the signs and symptoms of financial distress, have the gentle money chat, and refer to resources in the community when appropriate. Participants will have opportunities to share and ask questions.
Topics Include:
- Basic rights & responsibilities with regards to credit and debt.
- Common collection practices.
- Options for dealing with debt.
- Resources & community supports.
Key Takeaways
Upon completion of this course, you will be able to:
- How to recognize the signs and symptoms of financial distress.
- Effective strategies for supporting clients with finances while minimizing negative impacts.
- Guidance on referring clients to relevant community resources.
- Strategies on how to cope financially with temporarily reduced income.
Who Will Benefit
CPAs and finance professionals in the financial services industry.
How to Access the Course
This course is a live webinar. You must attend the live course to receive verifiable CPD hours. We recommend you join five minutes prior to the scheduled starting time. To get the full experience of this interactive course, use a computer that has video and microphone capabilities.
Electronic material can be accessed one week prior to the course and should be downloaded in advance.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Tina Filion is a Partnerships and Education Specialist with the Credit Counselling Society, who is dedicated to advancing financial literacy across Ottawa and Eastern Ontario. Tina has built strong community connections and a successful business with hundreds of loyal clients. This blossomed into a rewarding career in finance where she has been fortunate to be able to promote financial wellbeing, help people, and connect them with the tools they need to navigate the best way forward.