Elder Financial Exploitation

Impact Level 1 training course

Elder Financial Abuse Screenshot 1

Project Overview

This training was commissioned by Bayview Asset Management to educate all employees on elder financial exploitation by defining what it is, identifying the red flags, and reporting such incidents.

Using a provided PowerPoint presentation, eSkillz transformed the overall design to fit into a “magazine”-style look and feel and programmed knowledge checks to reinforce the information learned.

A sample of this training can be viewed below.