CCUA Education supports professional development and awareness of the issue of elder abuse, with the 45-minute award-winning course Financial Abuse of Older Adults: Recognize, Review, Respond.
The course, produced by Tamlo®, explores situations involving abuse of assets, abuse of credit and abuse of power of attorney. It equips employees to:
- Recognize situations in which older credit union members are being financially abused.
- Identify the type and method of financial abuse in each situation.
- Report the financial abuse to a supervisor or manager.
- Select an appropriate response.
- Inform the member of the options available to alleviate the abuse.
- Provide the member with a list of appropriate community resources.
- Demonstrate knowledge of the credit union’s legal and ethical limits in reporting and responding to financial abuse.
- Monitor the outcome of the member’s situation.
This course was filmed on location at a credit union branch in Manitoba and is pre-approved by The Canadian Securities Institute (CSI) for a CE credit if you hold a PFP, CIWM, CIM, or MTI designation.
“I appreciate how relevant the content is with actual real life situations that we see on a regular basis.” Barb – Manager, Deposit Services, Revelstoke Credit Union
“I often deal with farm members who have succession plans. These scenarios have the potential for elder financial abuse, particularly in a situation where the older member’s mental or physical health has become compromised.” Patrick Morden – Senior Account Manager – Commercial & Ag, Swan Valley Credit Union
