The following training module provides general information about recognizing red flags that may indicate a person is being victimized and reporting information. It was produced by the Legislative Commission on Aging (now part of the Commission on Women, Children and Seniors) in partnership with Jewish Senior Services, Center for Elder Abuse Prevention.
Below the training module are links to other materials for the investment industry that may be helpful in identifying elder abuse and training investment company employees.
- Working with Senior Investors
Morgan Stanley - How to Stop Elder Abuse
Insurance News - Fraud Fighting Partner Toolkit
FINRA Investor Education Foundation - Protecting Older and Vulnerable Persons from Exploitation Training
(Thank You Mass Mutual for providing this resource)
Commission on Women, Children and Seniors 