Older Americans


The information below includes tools to help expand older Americans’ financial education from both FSR Member companies and the CFPB.

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FSR’s 2017 Priorities

February 9, 2017

  Modernizing Financial Regulation to Create Opportunity and Grow the Economy FSR supports a financial regulatory system effectively tailored to […]

Bank of America

September 29, 2015

The Bank of America Charitable Foundation and the National Council on Aging has developed toolkits to help any presenter or volunteer educate older adults about good money skills. The “Becoming Resource-FULL with the Help of Benefits & Peace of Mind Savings” toolkit covers budgeting and money management tips and tricks, benefits of banking, budget busters to avoid, and how to find and apply for benefits. The “Steps to Avoiding Scams” toolkit provides an overview of popular scams targeting seniors, tips for avoiding them, and next steps for victims of financial fraud. The “It’s in the Cards” toolkit focuses on helping seniors protect and manage their various government-issued, electronic benefit cards, prepaid debit cards, and gift cards.

Bank of the West

September 29, 2015

The Bank of the West Blog aims to be the trusted resource for ideas and commentary to help readers manage and protect their businesses, homes, and wealth, as well as make sense of U.S. economic activity and how it affects their finances. The Blog provides timely, educational information on topics related to fraud and security, small business, mortgage and housing-related topics, retirement and investing.


September 29, 2015

BB&T uses FDIC MoneySmart for Older Adults program to prevent financial exploitation. This program is an online course and details ways elders are vulnerable and what can be done to detect and protect them from financial abuse.

BBVA Compass

September 29, 2015

The Money Smart for Older Adults (MSOA) is an instructor-led training developed jointly by FDIC and CFPB. The module provides awareness among older adults and their caregivers on how to prevent elder financial exploitation and to encourage advance planning and informed financial decision-making.

Capital One

September 29, 2015

Capital One and Consumer Action, a consumer advocacy and education group, partnered to create MoneyWi$e – a national personal financial education program offering multilingual materials and community-based training opportunities on topics such as banking, money management, credit, identity theft, elder fraud, micro-business, and homeownership.

CFPB: Managing Someone Else’s Money

September 29, 2015

Guides for family members and friends serving as financial caregivers, specifically as agents under powers of attorney, court-appointed guardians, trustees, and government fiduciaries (Social Security representative payees and VA fiduciaries).