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Preventing Elder Financial Exploitation

Recognize how older adults are financially exploited — by scammers and by trusted insiders — and respond with dignity and the right report.

50 min Beginner 8 modules Pass 80%
For: Volunteers, meal-delivery drivers, senior-center staff, faith-community visitors, caregivers, and anyone who serves older adults

What you’ll learn

  • Understand what elder financial exploitation is and how widespread and costly it has become
  • Recognize that exploitation comes from strangers and scammers AND from family and trusted caregivers
  • Spot the behavioral, financial, and situational red flags of exploitation
  • Identify the most common scams targeting older adults — grandparent, romance, tech-support, and government-impostor
  • Respond appropriately as a volunteer — document concerns, avoid confrontation, and protect the person
  • Know where and how to report — Adult Protective Services, the Eldercare Locator, the Elder Fraud Hotline, and 911
  • Practice respectful, dignity-preserving prevention that honors an older adult’s autonomy
  • Apply your training through realistic, real-world scenarios

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Course outline

  1. 1

    What elder financial exploitation is — and how big it is

    A working definition of elder financial exploitation and just how widespread, costly, and underreported it is.

    6 min Quiz Interactive
  2. 2

    Who does it: strangers, scammers — and trusted insiders

    Exploitation comes from two directions — outside fraudsters and the people closest to an older adult.

    6 min Quiz Interactive
  3. 3

    Recognizing the red flags

    The behavioral, financial, and situational warning signs — and why you watch for patterns, not proof.

    7 min Quiz Written + interactive
  4. 4

    The most common scams targeting older adults

    Grandparent, romance, tech-support, and government-impostor scams — how each one works and how to recognize it.

    8 min Video Quiz Interactive
  5. 5

    How a volunteer should respond

    What to do — and what not to do — the moment you suspect an older adult is being exploited.

    6 min Quiz Interactive
  6. 6

    Where and how to report

    The right channels — Adult Protective Services, the Eldercare Locator, the Elder Fraud Hotline, and 911.

    6 min Quiz Interactive
  7. 7

    Dignity-preserving prevention

    Protecting older adults without taking over — honoring autonomy, avoiding paternalism, and building safe habits.

    6 min Quiz Written + interactive
  8. 8

    Putting it together: prevention in action

    Walk through real-world moments and make the right call from first suspicion to report.

    5 min Quiz Interactive

Sources & further reading

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