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Financial Literacy 102
Click here to download a free copy of the manual Financial Literacy 102 – A knowledge based approach to preventing financial abuse of older adults: a guide for professionals. The CCEL shares copyright of this manual with BC Centre for Elder Advocacy and Support (BC CEAS). Both organizations encourage wide distribution of this manual and use of this material by other individuals and organizations, with the understanding that you agree not to make any modifications to the manual. We also ask that individuals and organizations inform us prior to using this manual in order to assist us with evaluation of this material.
Project Overview
Financial Literacy 102 – A knowledge based approach to preventing financial abuse of older adults: a guide for professionals
BC CEAS retained the services of the CCEL to create this publication to provide professionals who work with older adults with a general overview in relation to financial abuse of older adults as well as financial literacy and financial planning for older adults. This publication is also intended to serve as a tool for in-house teaching of staff and volunteers.
Although specific competency based educational modules need to be developed for each professional group – this is especially true for all levels of responsibility within the financial sector, ranging from consumer-facing staff to internal management positions – this manual is intended to serve as a broad starting base for this subject area. It is important that all professionals who deliver services to older adults learn to recognize elder abuse and neglect and identify how they should respond to concerns regarding abuse and neglect in the context of their own practice. The manual is divided into the following sections:
Introduction
Glossary
Elder Abuse and Financial Abuse
Financial Literacy and Advance Financial Planning
Ageism
Capacity
Substitute Decision-makers
Power of Attorney
Joint Bank Accounts
Frauds and Scams
Identity Theft
Indicators of Abuse
Making a Report
Practice Tips
Resources
The Financial Literacy 102 materials also include a series of videos on the topics covered in this manual. The videos contain information on a number of different topics, such as powers of attorney, joint accounts and joint ownership of property, frauds and scams and tips for assisting an older adult who is being financially abused. These topics are covered through presentations and thorugh illustrated scenarios. Contact BC CEAS to order copies of the videos. Excerpts can be viewed by clicking here.
This project was made possible by funding from the New Horizons for Seniors Program, Human Resources and Skills Development Canada.
You can also contact the CCEL regarding the development of other financial literacy materials tailored to the needs of your organization.
Related Files
Below you will find additional, relevant and specific documentation, backgrounders, research, resources, media releases and summaries that have been, or will be incorporated into our final publications and study papers.
If you have questions about these or other specific documents, please reach out to BCLI using our contact page or at the bottom of each page of our website.
