For Professionals

Are you a banker, financial planner, medical professional, attorney, psychologist or social worker? If so, our risk assessment interview tools for professionals can help you assist and protect your older client.

Whether you are a seasoned interviewer or novice, Older Adult Nest Egg can help. Our tools will help identify high-risk seniors poised to make damaging financial decisions and be exploited. You can trust these results knowing that Dr. Lichtenberg validated his instruments over more than three years of field testing.

Choose the risk assessment interview tools for professionals that best suit your needs.

Financial Vulnerability Survey Pro
This 17-question survey can be completed by the older adult or administered to them. Results will indicate the older adult's degree of vulnerability to financial exploitation and appropriate next steps to educate and protect them. Watch the adjacent video to get started.
For professionals who may not feel comfortable giving the full Financial Vulnerability Assessment (FVA). The Financial Vulnerability Survey is a simpler tool recommended for attorneys, medical staff, financial screeners, senior housing managers and other professionals working with older adults and wanting to assess their risk of being financially exploited. More about the Financial Vulnerability Survey Pro
Financial Decision Tracker
This brief 10-item interview examines a specific financial decision made by an older adult to assess his or her financial judgment, vulnerability to theft and scams, and whether financial predation may have taken place.
For professionals who often work with older adults making significant financial decisions, including attorneys, financial planners, psychologists, bankers, investment brokers, insurance agents, accountants, law enforcement officers, and Adult Protective Services case workers. More about the Financial Decision Tracker
Financial Vulnerability Assessment
The Financial Vulnerability Assessment is an in-depth interview to determine the factors involved in an older adult's financial decisions. It looks at intellectual factors (like choice and understanding) and contextual factors (like undue influence) that impact informed financial decision-making.
For mental health professionals who are well-trained in administering standardized tests, including psychologists, psychiatrists, physicians, therapists, counselors, nurse practitioners and pastoral counselors. More about the Financial Vulnerability Assessment
Family & Friends Interview
The Family & Friends Interview asks a series of questions to the trusted relative or friend of an older adult to better understand an older adult's recent financial decision. The interview provides a complementary perspective on the decision and is best used in combination with the Financial Decision Tracker or the Financial Vulnerability Assessment.
Information about an older adult's financial decision from a trusted relative or friend. More about the Family & Friends Interview

This brief video explains how professionals can use our latest survey to help older adults determine their risk of being financially exploited.


Whether you are a finance professional, psychologist or caregiver, you’ll find resources relevant to your needs.

Research & Publications

The complete bibliography of Dr. Peter Lichtenberg’s published research on assessing financial decision making and vulnerability in older adults

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Training & Education

Online certification is simple and straightforward. It shows you how to administer the assessments to achieve accuracy and reliability.

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Frequently Asked Questions

Explore questions and answers around financial decision-making terms and concepts.

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