Older Americans


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

Click here to return to the FSR / CFPB Financial Literacy Initiative Home Page

Bank of America

September 29, 2015

Older Americans The Bank of America Charitable Foundation and the National Council on Aging helped develop toolkits to help any presenter or […]

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).

CFPB: Money Smart for Older Adults

September 29, 2015

Instructor-led training curriculum developed jointly by the FDIC and the CFPB. The curriculum is designed to raise awareness among older adults and their caregivers on how to prevent elder financial exploitation. Older consumers and their loved ones can also learn how to recognize and prevent fraud, scams, and other forms of financial exploitation in the Money Smart for Older Adults’ Participant/Resource Guide.

Fifth Third Bank

September 29, 2015

Fifth Third Bank offers information regarding elder financial abuse at www.53.com/about/elder-financial-exploitation/index.html. The site contains a link to an elder abuse financial exploitation educational video for consumers, information on the various frauds and scams that target seniors and tips on protecting seniors and loved ones. In addition, there is information on how and where to report elder financial exploitation, as well as other elder abuse resources.