Introduction to Age-Friendly Banking

Age-friendly banking refers to designing and delivering banking services that are accessible, convenient, and user-friendly for older adults.
Join our introduction to age-friendly banking and learn how banks worldwide provide older adults the support and resources they need to manage their finances and achieve their financial goals.

This mini-course will be co-instructed by Dr. Ira Sobel, the Founder and Academic Director of Fintech for Longevity Academy, and Mr. Ronald Long, Former Head of the Aging Clients Department at a leading bank in the US.

Location: Online, Self-paced (delivered by TalentLMS)

Duration: 1.5 hr

Time limit : 90 days

Faculty:

Dr. Ira Sobel, Founder and Academic Director, F4L International Academy;

Mr. Ronald Long, Former Head of the Aging Clients Services Center of Excellence at a leading bank in the US.

Price 279 USD

Price For members: Get 30% off using your membership code. Learn more about our Membership Programs.

AGENDA:

Part I - What is Age-Friendly Banking - Dr. Ira Sobel

1. Defining age-friendly banking-- The business case for Age-friendly Banking-- What do older adults want from their bank? 
2. The three interrelated elements of Age-friendly banking: 

• Financial Resilience
• Financial inclusion 
• Financial Consumer protection

Part IIa - Age-friendly Banking in Practice

• Introduction
• Employee training and awareness
• Customer education 

Part IIb- Age-friendly Banking in Practice (cont’d)

• Elder fraud detection prevention and reporting
• Charitable engagement and partnerships
• Innovation for older adults within the age-friendly framework