Elder Financial Abuse


Description: Elder Financial Abuse points out the signs and symptoms of elder abuse and how to act on behalf of an elderly person who is being abused. This course teaches frontline employees how to protect a senior’s  self–esteem as well as his or her means of subsistence when employees suspect that an elderly person is being harmed financially.


Audience: Tellers, CSRs and other Frontline bank employees.


Learning Objectives: After completing this course, students will be able to:

  • Identify financial abuse
  • Describe why seniors are vulnerable to financial abuse
  • Examine the laws pertaining to elder financial abuse
  • Identify the role banks play in recognizing the signs of elder financial abuse