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Free course template · US federal

Money check-in for you and the people you care for

A ready-made course, live deck and two surveys for employees. AhaSlides tracks progress, completion and scores for you. 25 minutes, 6 lessons, 10-question final check. Last reviewed 4 November 2026; not legal advice.

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Free. No credit card. Edit everything.

Course outline at a glance

  • How well do you know?
  • Quiz

  • The definition
  • Match the example
  • Accordion
  • Sorting activity
  • Quiz

  • Who is at risk
  • Why they stay silent
  • Flashcards
  • Scenario

  • Choose a kind opening
  • Sorting activity
  • Quiz

  • Who to contact
  • Who do you call?
  • Sorting activity
  • Quiz

  • Final assessment
  • Course complete
  • Quiz
  • Multi-select quiz
  • Flashcards

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.

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Completion is tracked for you

Learners sign in to take the course, so every start, finish and score is recorded in AhaSlides. No spreadsheet to keep.

  • Who has finished

    See who has not started, who is in progress and who has completed the course.

  • Every score

    Each learner's result on the 10-question final check, against the 80% pass mark.

  • What landed

    Survey results show what people took away and what to change next time.

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6 lessons, about 25 minutes

What learners can do at the end of each lesson. Minutes are an estimate.

  • Lesson 1: Checking in on money · 5 min

    Before you begin · How well do you know?

  • Lesson 2: What is elder financial exploitation? · 4 min

    The definition · Match the example

  • Lesson 3: Who is at risk, and why they do not report · 4 min

    Who is at risk · Why they stay silent

  • Lesson 4: Having the conversation · 4 min

    Choose a kind opening · Practice

  • Lesson 5: Where to report · 4 min

    Who to contact · Who do you call?

  • Lesson 6: 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 the Money Smart for Older Adults Checking In resource guide for people who support older relatives and added quizzes and activities. Source: Money Smart for Older Adults, Checking In (opens in a new tab) · 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)

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Often taught together

Courses teams often run alongside this one.

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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 with older relatives and HR teams adding eldercare support.

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
Then edit anything else you like: wording, scenarios, your logo.
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Ready to run it?

Free. Copy the course, live deck and both surveys into your AhaSlides account in one click.

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