Resources For Professionals

Research & Publications Training & Education Frequently Asked Questions Glossary

Additional Training & Education

While basic training (and an account) is required before completed the professional surveys, additional training videos are also available here. This extra training and education will deepen your understanding of how to interview older adults and maximize the results you receive. Watch Dr. Lichtenberg administer a Financial Vulnerability Assessment with in-depth explanation of his process as he completes each step.

Train now.

Some level of training is required by anyone interested in conducting the interviews available here. Training to use the Decision Tracker is available to everyone. The Vulnerability Assessment, however, should be conducted only by a trained certified mental health professional.

Groups or organizations interested in receiving training for either interview should contact Dr. Lichtenberg. He conducts trainings in person, via conference call or webinar. Participants learn the science behind the interview tools and how to administer and score the interviews. Dr. Lichtenberg also consults with organizations to help them understand the problem of financial exploitation and how these interviews can protect their employees and the older clients they serve.

Start Training to Use the Interviews

Continuing Education (CE) Credits — Michigan Residents Only

You qualify to receive Continuing Education (CE) credits when you complete training and certification on the Older Adult Nest Egg interviews. Learn more

Videos

For Mental Health Professionals: How Finances Impact Your Clients

Counselors, therapists and other mental health professionals understand that financial health impacts mental health. Worries about money can cause stress, panic, obsessive thoughts, depression and other mood changes. Yet financial concerns are sometimes overlooked in mental health assessments and treatment. Learn about free tools to help you identify clients wrestling with financial decisions so you can address those issues to improve their mental health.

5 Minutes

For Health Care Professionals: A Check-up for Your Patient's Financial Health

Good health is more than blood pressure and cholesterol. A patient might be stressed over finances or vulnerable to financial fraud – events that impact mental and physical health. Learn about a new, free method to quickly assess your patients' financial vulnerability. The Financial Vulnerability Survey can also provide the first clues of early cognitive impairment, so you can provide the necessary care and follow-up.

5 Minutes

For Financial Professionals: Are Your Clients Vulnerable to Financial Fraud?

A brief video to learn about a short assessment you can give your clients to help you know if they are vulnerable to financial exploitation. The Financial Vulnerability Survey can be given by you or they can complete it on their own. Results can spot changes in financial decision making and vulnerability to financial problems. Add another level of security and confidence to the financial services you provide.

5 Minutes

Intersection of Dementia, Financial Decision Making & Financial Exploitation

Understand early cognitive impairment and its relationship to financial decision making and older adult vulnerability to exploitation. Learn the latest research from the Institute of Gerontology on fraud and scams. Receive training on how to use the Older Adult Nest Egg screenings and scales to determine an older adults ability to make financial decision. Webinar presented to Elder Law of Michigan in July 2019 by Peter Lichtenberg, PhD, ABPP.

1 Hour

Financial Decision Tracker: Creation & Use

Dr. Peter Lichtenberg describes the research and testing behind his Financial Decision Tracker, a 10-question interview to review how an older adult made a particular financial decision. The Tracker looks for vulnerabilities in financial decision-making, so older adults can be protected from exploitation and scams.

59 Minutes

In-depth Research Rationale for Financial Decision Tracker

Dr. Lichtenberg details the science that informs his Financial Decision Tracker for older adults. Learn the factors that exacerbate psychological vulnerability in older adults. Dr. Lichtenberg also outlines the person-centered principles underlying his interview tool.

1 Hour 16 minutes

Learn by Watching

Dr. Lichtenberg explains the research background and use of his Financial Vulnerability Assessment (named FDRS here). Details are punctuated by excerpts from actual interviews.

26 Minutes