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Elder Financial Exploitation Training

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

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Webinar Description

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.

Webinar Description

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.