Topics and Learning Objectives

After completing this sequence, learners will be able to:

  • Recognize expectations, procedures, and documents in becoming a caregiver.
  • Identify resources and support for caregivers.
  • Describe the steps needed to become a financial caregiver.
  • Understand the decisions and legal obligations made by caregivers.

Marketing Teaser

Becoming a financial caregiver is an important decision that should not be taken lightly. Do you know what will be expected of you and how to protect yourself? This course will help you understand more about:

  • The different ways you can act as a financial caregiver
  • Compiling the documents needed to become a financial caregiver
  • Understanding the financial decisions that caregivers might be asked to make

Post on Twitter

Interested in becoming a financial caregiver? Learn about the three things you’ll need to do to get started: [LINK]


Post on Facebook/LinkedIn

Before agreeing to become a financial caregiver, it’s important to understand the expectations and decisions you’ll be required to make. Our resources can help you and your loved one explore the right questions when it’s time to put a financial caregiver in place: [LINK]


Image Package

Turnkey graphics to promote this topic. Includes course screenshots, lifestyle images, and the topic’s icon.



Topic List

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