Elder Financial Exploitation Training
This presentation discusses the basics of who is susceptible to abuse, who the perpetrators are, red flags for customer-facing and operational professionals, and finishes with a case study of abuse that should have raised flags at firs
Elder financial abuse threatens the financial security of millions of older adults each year. This presentation discusses the basics of who is susceptible to abuse, who the perpetrators are, red flags for customer-facing and operational professionals, and finishes with a case study of abuse that should have raised flags at first – escalating to over $150,000 in money movement over a 10 week period.
Audience
Relationship Managers, BSA Officers, BSA Analysts, Branch Managers, Tellers, Private Bankers
Your registration includes:
- A copy of the presentation materials
- Unlimited video replay
Refund Policy:
If you will have any issues with attending the simulcast, we offer a No Questions Asked Refund Policy any time before the start of a live simulcast.
CBANC Complaint Policy:
The goal of CBANC Education is to provide quality educational content and excellent service to our users. If you have any questions or concerns regarding the quality of our content or service, please contact us at support@cbancnetwork.com.