Topics and Learning Objectives

Learn about the responsibilities of a financial caregiver.

After completing this sequence, learners will be able to:

  • Understand the emotional, physical, and mental traits needed to be a financial caregiver.
  • List the short- and long-term duties of a financial caregiver.
  • Define filial, contractual, and fiduciary caregiving arrangements.
  • Describe financial caregiving “best practices.”
  • Discuss the needs of self-care for a caregiver.

Marketing Teaser

Being a financial caregiver for a loved one comes with many expectations and demands. In caring and supporting someone else, it’s also important to make sure you are taking care of yourself.

If you’ve been asked to become a financial caregiver, or are considering asking someone to serve as one for you, our course can help you:

  • Understand the ideal emotional, physical, and mental traits of a financial caregiver
  • Explore different caregiver roles and their associated responsibilities
  • Learn about the importance of financial caregivers also practicing self-care

Post on Twitter

Considering becoming a financial caregiver? Make sure you understand the expectations and responsibilities, and the importance of self-care in the process: [LINK]


Post on Facebook/LinkedIn

Every year, millions of Americans act as financial caregivers for a loved one or a friend. If you’re asked to become a financial caregiver, it’s important to understand the expectations as well as the ideal emotional, physical, and mental traits needed to be successful: [LINK]


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