Get Certified.

Our convenient online training prepares you to derive accurate, relevant results from every assessment. Training to administer the Financial Decision Tracker and the Family & Friends Interview is open to any professional registered with Older Adult Nest Egg. Training to administer the Financial Vulnerability Assessment, however, is confined to mental health professionals.

Trainees who pass the brief certification test after training gain immediate access to the online assessment.

Groups or organizations interested in receiving comprehensive training in the assessments, geared to their needs, should contact Dr. Lichtenberg. He conducts trainings in person, via conference call or webinar. Participants learn the scientific research underlying the assessments and the optimal methods to conduct them.Trainings are dynamic and interactive, allowing for customization, questions and discussion. 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 adult clients they serve.

Call 313-664-2633 or use Contact Us to email.

Overview

The Lichtenberg trio of assessment tools is designed to complement and enhance each other. Training is streamlined and straightforward. Regardless of your expertise, we have an assessment and training to help you and your client.

Start Training

Financial Decision Tracker

This brief 10-question assessment is the basis to determine how and why the older adult has made a specific financial decision. Easy to administer regardless of professional background.

Complete the Overview training to begin training on the Financial Decision Tracker

Family & Friends Interview

Family & Friends adds information from a trusted third-party to help determine the quality of a client’s financial decision making. Easy to administer regardless of professional background. Training to conduct the Financial Decision Tracker is a prerequisite.

Complete both the Overview and the Financial Decision Tracker trainings to begin training on the Family & Friends Interview

Financial Vulnerability Assessment

This in-depth evaluation is best administered by a mental health professional. It includes the Financial Decision Tracker and adds critical contextual factors that impact the integrity of the financial decision.

Complete both the Overview and the Financial Decision Tracker trainings to begin training on the Financial Vulnerability Assessment


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Institute of Gerontology
At Wayne State University


87 East Ferry St.,
Pauline Knapp Building
Detroit, MI 48202

(313) 664-2600


Wayne State University, Institute of Gerontology

Copyright 2018 Privacy Policy

Older Adult Nest Egg assessments provide information only about financial decision-making performance. Assessment results detail the client’s responses to a specific financial decision or transaction. They assist the interviewer only in identifying potential areas of strength or challenge regarding that decision or transaction and as informed by the interviewer’s independent judgment. Assessments DO NOT provide diagnosis or treatment recommendations. Older Adult Nest Egg assessments are to be conducted by trained interviewers. Assessment reports are not stand-alone and require the interpretation of the interviewer and possibly a relevant professional within their scope of practice and in the context of all information they have gathered about their client. Assessments, risk scores and levels of concern are not intended to diagnose, treat or prevent cognitive impairment. Information provided by Older Adult Nest Egg is not a substitute for face-to-face consultation with a medical or mental health professional and should not be construed as individual medical or mental health advice. Older Adult Nest Egg assessments and the statements made on this website have not been evaluated by other regulatory bodies.