Lesson 1: Telephone and internet scams · 9 min
Before you begin · Scripts to recognise · Match the scam · Online messages
Three pieces that work together
Learners prepare on their own, you answer questions live, and the surveys tell you what stuck. 2 fields to fill in with your own policy, contacts and locations; each one is highlighted inside the course.
What would you do?A new online friend of three months asks for a small loan for a car repair, and says not to tell your family
Live deckQuiz · 4 slidesContent · 2 slidesWord cloud · 1 slideScale · 1 slide
Feedback surveyHow much do you agree with each statement? I can:Do you help an older person with money or care?What do you want to get out of this course?Overall, how would you rate this course?
7 lessons, about 45 minutes
What learners can do at the end of each lesson. Minutes are an estimate.
Lesson 2: Charity scams · 7 min
Signs of a charity scam · Charity checklist · Check yourself
Lesson 3: People you trust · 7 min
Fiduciaries · Power of attorney · Helpers and romance scams
Lesson 4: Investment fraud · 6 min
Common schemes · Pressure and promises · Check
Lesson 5: Homeowner and veteran scams · 6 min
Flashcards · Spot the difference · Choose
Lesson 6: What to do and who to call · 6 min
Talk without shame · Steps after a payment · Match the route
Lesson 7: Final assessment · 4 min
Final assessment · Course complete
Source and credit: Adapted from Federal Deposit Insurance Corporation (FDIC) Money Smart material; the FDIC does not endorse AhaSlides. AhaSlides condensed and rewrote seven Money Smart for Older Adults resource guides for working carers and HR teams and added quizzes and activities. Source: Money Smart for Older Adults (opens in a new tab) · Licence note: Money Smart resources are free and non-copyrighted (opens in a new tab)
Often taught together
Courses teams often run alongside this one.
Banking & Financial Services Training
Responsible lending, credit assessment and collections (opens in a new tab)
Banking & Financial Services Training
Investment advice: Client risk profiling and suitability (opens in a new tab)
Banking & Financial Services Training
Life, health and pension advice: Needs-based selling and product rules (opens in a new tab)
Common questions
Yes. The course, the live deck and both surveys are free. Claiming the template into your AhaSlides account is free too.
Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.
At onboarding or as continuing professional development, with a yearly refresher (best practice).
Employees who care for older relatives, pre-retirees and HR financial-wellbeing teams.
Record completion in your own LMS or record system, so you can show who finished the course and when.
Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.
Your own details, each highlighted inside the course:
- Link to your live session deck
- Link to the self-paced course