Project

Financial Literacy 102

Project Status: Completed
Project Contact: Krista James
Telephone Number: 604-822-0564
Email Us About this Project

Overview

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.

This website and its publications are not legal advice. Need legal assistance? Visit our Resources page.

Other Publications

Financial Literacy 102 – A knowledge based approach to preventing financial abuse of older adults: a guide for professionals

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