Elder Financial Abuse: How CPAs Can Help

Elders are attractive targets for financial abuse. There is a growing wave of elderly Americans over 50 that control 70% of the country’s wealth. As health may begin to decline, elders rely more heavily on others to manage their financial affairs, with a likelihood of being newly single and perhaps unfamiliar with finances. Financial institutions and accountants can play a significant role in spotting, addressing and reporting suspected financial exploitation of the elderly.

Learning Objectives
  • Understand why elders are at significant risk and where it comes from
  • Define financial elder abuse
  • Understand responsibilities for reporting suspected abuse under the law
  • Explain some best practices in “age-friendly banking”
  • Develop a sense of urgency about further study of this subject

Major Topics
  • Discussion, statistics and case studies of the current state of financial exploitation among the elderly
  • Elder Justice Act
  • Signs and Symptoms
  • Reporting Procedures
  • What financial institutions are doing to empower elders and fight exploitation
  • Content-rich, engaging and timely presentation.

Who Should Attend

Financial professionals, especially those who advise older clients

Fields of Study
Business Management & Organization



Business Learning Institute

CPE Credits


This course is available for your group as:


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