At the intersection of reporting and privacy of elder financial abuse/exploitation, you may sometimes struggle with your obligations to report this type of activity.

This is an entry level course that has been designed to assist practitioners (i.e., financial entities, investment industry) to recognize the importance of the application of elder financial abuse/exploitation risk controls into their risk assessment, and provides information on how to facilitate the detection, response, and reporting of these activities within their organization.

This training program includes links to National resources for up-to-date information; and checklists to: (a) assess elder abuse/exploitation and (b) testing the effectiveness of monitoring internal control systems.

The Managing Your Risks: Elder Financial Abuse/Exploitation training program includes:

• 24/7 access to all training program materials via your CAMLI user account;

• the flexibility to complete the online final exam at a time that fits within your busy schedule.

Upon successful completion of the Managing Your Risks: Elder Financial Abuse/Exploitation training program, you will receive:

• a certificate of program completion documenting your understanding of elder abuse/exploitation, the warning signs, and the potential risk for your organization.

• 4 CAMLI Continuing Education (CE) hours that can be used for qualification or maintenance of CAMLI designations.

Download the course objectives / registration form

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Register online