Older Adults and Financial Advisers: Senior Designation Risks and Verification Guidance


Joanna Grove (Editor)

Series: Aging Issues, Health and Financial Alternatives
BISAC: SEL005000

The mission of the Consumer Financial Protection Bureau is to help financial markets work for consumers by making rules more effective, by consistently and fairly enforcing those rules, and by empowering consumers to take more control over their economic lives. In this book, the Bureau provides information on senior designations for financial advisers as well as recommendations for knowing your financial adviser. The recommendations in this book seek to reduce consumer confusion and protect consumers by improving the dissemination of information and consumer education around senior designations, standards for the acquisition of senior designations, standards for senior designee conduct, and enforcement related to the misuse of senior designations. (Imprint: Novinka )

Table of Contents

Table of Contents


Senior Designations for Financial Advisers: Reducing Consumer Confusion and Risks
(Consumer Financial Protection Bureau, Office for Older Americans)

Know Your Financial Adviser
(Consumer Financial Protection Bureau, Office for Older Americans)


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