TORONTO, December 3, 2019 /3BL Media/ - The Canadian Securities Institute (CSI), a Moody’s Analytics company, is pleased to announce the launch of its老年人财务健康项目。通过这项倡议，CSI将为财务顾问提供免费资源，以建议老年人及其家人。

“Seniors form an increasingly large and important group of clients for financial advisors in Canada, possessing diverse and distinctive priorities,” said Marie Muldowney, Managing Director of CSI. “All investors face money management challenges, but seniors may also be challenged with complicated family situations, elder abuse, and cognitive decline. Our new initiative helps ensure these clients get the support they need from our designation holders to manage their savings and wealth in the face of these and other potential obstacles.”

Over the next 20 years, Canada's population of seniors aged 65 and older is expected to grow by68%. By 2030, this demographic could represent23%of Canada’s total population.

To understand the issues financial advisors in Canada face when advising seniors, CSI sought feedback from a representative sample of its 9,000 designation holders. Many of the respondents indicated that they find it difficult to recognize and properly handle the unique challenges facing their senior clients.

The老年人财务健康倡议将通过为顾问提供免费资源来解决这些挑战：

• Adedicated websitefor advisors to access resources tailored for seniors and their families
• 一系列网络研讨会，涵盖了与老年人在客户实践中合作的顾问面临的问题

监督该项目的是一个咨询委员会和一个内容委员会，其中包括CSI名称持有人，他们每天为老年人提供建议。一些还与为老年人服务的非营利组织合作。

“作为安大略省老年虐待老年虐待董事会主任，我非常了解金融服务专业人员在向加拿大老年人及其家人提供指导方面面临的挑战，”格鲁斯金财富计划副总裁蒂法尼·哈丁（Tiffany Harding）说。188bet上不了Sheff和CSI成员老年人财务健康Advisory Council. “CSI is well positioned to reach the broadest network of advisors and provide them with relevant resources. It is an honour for me and the other members involved to contribute to this important initiative.”

“我很高兴参加咨询委员会，并能够为CSI的高级客户带来20多年的金融服务经验188bet上不了老年人财务健康project," said Daniel Plouffe, Director Wealth Solutions, Sun Life. "It is essential that financial advisors understand the mindset of their clients, who need to make important decisions on their hard-earned savings. This initiative will certainly help designation holders from coast to coast support our seniors in their quest for long-term financial security."

The老年人财务健康initiative represents an important pillar of CSI’s commitment to promoting fairness and responsibility within Canada’s financial community. It is an equally important priority for穆迪的企业社会责任as part of its goal to empower people with the knowledge, resources and confidence they need to create a better future - for themselves, their communities and the environment. The老年人财务健康initiative aligns with Moody’s signature financial empowerment initiative,明天重塑™.

点击这里要了解有关CSI的更多信息老年人财务健康initiative.

关于CSI

The Canadian Securities Institute (CSI), is Canada’s leading provider of financial services education and credentials. CSI offers more than 170 courses, such as the well-known Canadian Securities Course (CSC®), twelve certificate programs, five renowned and specialized financial designations, the PFP®, CIM®, CIWM , MTI®, and the Fellow of CSI (FCSI®). CSI is the primary provider of regulatory courses and examinations for the Investment Industry Regulatory Organization of Canada’s (IIROC) and is accredited by several Canadian securities and insurance regulators. CSI operates as a Moody’s Analytics company. For more information, please visitwww.csi.ca.

关于Moody’s Analytics

穆迪（Moody）的分析提供了财务情报和分析工具，以帮助企业领导者做出更好，更快的决策。我们深厚的风险专业知识，广泛的信息资源和技术的创新应用，可以帮助我们的客户自信地导航不断发展的市场。我们以由研究，数据，软件和专业服务组成的行业领先和屡获殊荣的解决方案而闻名，这些解决方案旨在提供无缝的客户体验。188bet上不了我们对全球成千上万的组织建立了信心，我们致力于卓越，开放的心态方法并专注于满足客户需求。有关穆迪分析的更多信息，请访问我们website或与我们联系推特或者LinkedIn.

Moody's Analytics, Inc. is a subsidiary of Moody's Corporation (NYSE: MCO). Moody’s Corporation reported revenue of $4.4 billion in 2018, employs approximately 10,900 people worldwide and maintains a presence in 44 countries.

接触

Katerina Soumilova
1 212 553 1177
Moody’s Analytics Media Relations