A Spanish-language version of the recently updated Money Smart for Older Adults (Version 2.0) curriculum has been released by the consumer financial protection agency and the federal insurer of bank deposits.
Money Smart for Older Adults was developed jointly by the Bureau of Consumer Financial Protection (BCFP, formerly known as CFPB) and Federal Deposit Insurance Corp. (FDIC) to provide an instructor-led training module that can be used by trusted individuals who serve the older adult population. Instructors often include representatives of social service agencies, law enforcement, and financial institutions, as well as legal professionals and other volunteers.
The three-part module consists of an instructor guide, a participant/resource guide, and a PowerPoint presentation that supplements classroom instruction.
Offered now in English and Spanish, the curriculum has been updated to provide new information and resources to help older adults and their caregivers recognize and prevent fraud, scams, and other types of financial exploitation. The curriculum also includes information to help older adults plan for a secure financial future and make informed financial decisions.
The curriculum can be downloaded from the FDIC website, and the resource guide for consumers can be ordered in bulk through the bureau. The materials are free of charge.
Download Money Smart for Older Adults from FDIC
Download the resource guide from BCFP
FDIC Enhances Tool to Prevent Elder Financial Exploitation – En español