Online Courses Financial Compliance Banking Compliance Elder Financial Exploitation: How Financial Institutions Can Help

Elder Financial Exploitation: How Financial Institutions Can Help

Created by: HSI - Health & Safety Institute Top Author

1,617 views Prime

Last Updated 11/2022

English

Full Lifetime Access

Finish in
10 min! Run Time

Made for for
Employees
only

No Certificate
Provided

What you'll learn

Intervene effectively when a financial institution suspects elder exploitation

Explain why institutions are uniquely placed to detect this crime

Follow institutional procedures for escalating a suspected case

Skills covered in this course

banking Compliance finance financial financial compliance HSI-ej4

FAQs

Description

Elder financial exploitation has been called the crime of the 21st century, and financial institutions are uniquely placed to intervene.

What this course covers:

Red flags of elder financial abuse to watch for
Best practices to help prevent abuse
Laws surrounding elder financial abuse
The responsibilities of financial institutions in responding

For bank and credit union staff who serve and protect older customers.

System Requirements

See System Requirements in the Coggno Knowledge Base

Author

HSI - Health & Safety Institute

2065 Courses

Making the Workplace Safer and Smarter

HSI (Health & Safety Institute) is a recognized leader in Environmental, Health and Safety (EHS) and workforce development software, training, and compliance solutions.

HSI is your single-source partner for EHS, Compliance, and Professional Development solutions. HSI provides integrated e-learning content, training solutions, and cloud-based software designed to enable your business to improve safety, operations, and employee development. Across all industries, we help safety and technical managers, human resources, first responders, and operational leaders train and develop their workforce, keep workers safe, and meet regulatory and operational compliance requirements. We are a unique partner that offers a suite of cloud-based software solutions including learning management, safety management, chemical SDS management, and more, integrated with our content and training so businesses can not only monitor and manage multiple workflows in one system, but train employees via one partner.

Frequently Asked Questions

The course frames financial institutions as uniquely placed to intervene, calling elder exploitation the crime of the 21st century.

It covers red flags of elder financial abuse to watch for during everyday customer interactions.

Yes, it covers best practices to help prevent abuse in addition to spotting the warning signs.

The course covers the responsibilities of financial institutions in responding, alongside the laws surrounding elder financial abuse.

Bank and credit union staff who serve and protect older customers.

This course is designed for employees who need to complete Elder Financial Exploitation: How Financial Institutions Can Help training

Yes. This course is designed to meet applicable federal requirements and commonly mandated state standards. Always confirm specific state or industry requirements with your local regulations.

The course takes approximately 10 minutes to complete and can be paused and resumed at any time.

No. This course does not include a certificate of completion.

Yes. You can assign this course to individuals or groups using Coggno’s LMS, or purchase multiple seats for your team.

Yes. This course can be exported for delivery in most learning management systems (SCORM compatible).

Yes. The course is fully self-paced and available 24/7.

Yes. This course includes a knowledge check to reinforce learning and verify completion.

Learners have lifetime access from the date of purchase.

Yes. A preview is available so you can review the course format and content before purchasing.

Yes. Content is reviewed and updated as regulations and best practices change.

Yes. This course is available for free with an active Prime Subscription.

Yes. Refund requests can be submitted within 30 days of purchase.

Self-paced, start anytime Full lifetime access

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Elder Financial Exploitation: How Financial Institutions Can Help

What you'll learn

Skills covered in this course

Overview