Protection from Financial Abuse and Scams
KNOWLEDGE EXPECTED OF: QAFP® Professionals
Highest Knowledge Level: Awareness
Knowledge Levels and Associated Verbs
Awareness
The state of being aware that something exists / to have familiarity with a particular activity or subject
|
Understanding
To comprehend the general relationship of particulars / to have an expertise with how something works
|
Application
Ability to put information to use / to use knowledge for relevant, practical purposes
|
Evaluation
To judge or conclude by utilizing data / a systematic determination of something’s worth or significance
|
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Define
To state exactly the meaning of
|
Identify
To be aware of / to recognize and correctly name / to locate an appropriate resource
|
Explain
To make clear the meaning of / to describe something in more detail or reveal relevant facts or ideas related to it
|
Determine
To ascertain / to come to a decision, such as by investigation or reasoning
|
Compare
To note the similarities and differences between two or more things
|
Estimate
To determine an approximate value for
|
Calculate
To find the value using mathematics
|
Convert
To change from one form or purpose to another
|
Evaluate
To reach a conclusion or make a through careful study
|
Interpret
To give the meaning of / to construe or understand / to translate orally
|
Hold cursor over or click on each term to read its definition.
- Define cognitive decline.
- Identify warning signs of cognitive decline.1
- Identify financial risks of cognitive decline, such as:
- Poor decision-making
- Susceptibility to financial exploitation and abuse
- Define financial abuse.2
- Identify common victims of financial abuse.3
- Identify individuals who may engage in financial abuse.4
- Identify examples of financial abuse involving pressure, force or trickery of the victim.5
- Identify who an individual may contact if they believe they are a victim of financial abuse.6
- Identify the role of the Canadian Anti-Fraud Centre (CAFC).7
- Identify current fraudulent financial scams.8
- Identify who an individual may contact if they believe they are a victim of fraudulent activity or a scam.9
REFERENCES
1 http://www.camh.ca/en/education/about/camh_publications/Documents/Flat_PDFs/IOR_Dementia.pdf
https://alzheimer.ca/en/about-dementia/do-i-have-dementia/10-warning-signs-dementia
2 https://www.canada.ca/en/employment-social-development/corporate/seniors/forum/financial-abuse.html
3 https://www.canada.ca/en/employment-social-development/corporate/seniors/forum/financial-abuse.html
4 https://www.canada.ca/en/employment-social-development/corporate/seniors/forum/financial-abuse.html
5 https://www.canada.ca/en/employment-social-development/corporate/seniors/forum/financial-abuse.html
6 https://www.antifraudcentre-centreantifraude.ca/scams-fraudes/victim-victime-eng.htm
7 http://www.antifraudcentre-centreantifraude.ca/index-eng.htm
8 https://www.antifraudcentre-centreantifraude.ca/scams-fraudes/victim-victime-eng.htm
KNOWLEDGE EXPECTED OF: CFP® Professionals
Highest Knowledge Level: Awareness
Knowledge Levels and Associated Verbs
Awareness
The state of being aware that something exists / to have familiarity with a particular activity or subject
|
Understanding
To comprehend the general relationship of particulars / to have an expertise with how something works
|
Application
Ability to put information to use / to use knowledge for relevant, practical purposes
|
Evaluation
To judge or conclude by utilizing data / a systematic determination of something’s worth or significance
|
||||||
---|---|---|---|---|---|---|---|---|---|
Define
To state exactly the meaning of
|
Identify
To be aware of / to recognize and correctly name / to locate an appropriate resource
|
Explain
To make clear the meaning of / to describe something in more detail or reveal relevant facts or ideas related to it
|
Determine
To ascertain / to come to a decision, such as by investigation or reasoning
|
Compare
To note the similarities and differences between two or more things
|
Estimate
To determine an approximate value for
|
Calculate
To find the value using mathematics
|
Convert
To change from one form or purpose to another
|
Evaluate
To reach a conclusion or make a through careful study
|
Interpret
To give the meaning of / to construe or understand / to translate orally
|
Hold cursor over or click on each term to read its definition.
- Define cognitive decline.
- Identify warning signs of cognitive decline.1
- Identify financial risks of cognitive decline, such as:
- Poor decision-making
- Susceptibility to financial exploitation and abuse
- Define financial abuse.2
- Identify common victims of financial abuse.3
- Identify individuals who may engage in financial abuse.4
- Identify examples of financial abuse involving pressure, force or trickery of the victim.5
- Identify who an individual may contact if they believe they are a victim of financial abuse.6
- Identify the role of the Canadian Anti-Fraud Centre (CAFC).7
- Identify current fraudulent financial scams.8
- Identify who an individual may contact if they believe they are a victim of fraudulent activity or a scam.9
REFERENCES
1 http://www.camh.ca/en/education/about/camh_publications/Documents/Flat_PDFs/IOR_Dementia.pdf
https://alzheimer.ca/en/about-dementia/do-i-have-dementia/10-warning-signs-dementia
2 https://www.canada.ca/en/employment-social-development/corporate/seniors/forum/financial-abuse.html
3 https://www.canada.ca/en/employment-social-development/corporate/seniors/forum/financial-abuse.html
4 https://www.canada.ca/en/employment-social-development/corporate/seniors/forum/financial-abuse.html
5 https://www.canada.ca/en/employment-social-development/corporate/seniors/forum/financial-abuse.html
6 https://www.antifraudcentre-centreantifraude.ca/scams-fraudes/victim-victime-eng.htm
7 http://www.antifraudcentre-centreantifraude.ca/index-eng.htm
8 https://www.antifraudcentre-centreantifraude.ca/scams-fraudes/victim-victime-eng.htm