Financial Education for Older Adults
The Money Smart for Older Adults program was developed jointly by the Federal Deposit Insurance Corporation (FDIC) and the Consumer Financial Protection Bureau (CFPB). The program raises awareness among older adults and their caregivers on how to prevent elder financial exploitation and encourages advance planning and informed financial decision-making.
We have provided the curriculum for direct download below. The modules below are for self-paced study or instructor-led classes. For individual self-study, simply download the participant guide. For educators, download all the materials including instructor guide and presentation slide.
Topics
- Common Types of Elder Financial Exploitation
- Scams Targeting Veterans
- Identity Theft
- Medical Identity Theft
- Scams that Target Homeowners
- Planning for Unexpected Life Events
- How to Be Financially Prepared for Disasters
- Older Adults Instructor Guide (English)
- Older Adults Participant Guide (English) | Spanish
- Older Adults Presentation Slides (English) | Spanish
More educator resources from FDIC are available here.