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AARP’s BankSafe training combines industry knowledge and experience with a state-of-the-art, online learning experience. AARP worked with more than 2,000 financial industry professionals to develop the training platform’s content and interactive scenarios. The platform is one of few designed specifically for frontline staff, supervisors, financial advisors and compliance officers.
Users learn how to identify potential financial exploitation and take the right actions to stop it. In fact, researchers from Virginia Tech Center for Gerontology found that employees trained with AARP BankSafe were able to save an average of 12 times more money per employee from financial exploitation than employees trained with other methods. To learn more, please read the full report or report summary.
Self-paced activities fit into the busy schedules of staff
Videos and activities build empathy and understanding of how to interact with older consumers
Interactive scenarios, games and quizzes enable staff to put their knowledge and skills to the test
AARP’s research connects the fight against exploitation to the impact on the financial industry
Five modules contain short, bite-sized exercises that teach staff how to spot suspected exploitation and steps to take to stop the money before it leaves the account
State-specific reporting requirements and resources, as well as tip sheets, are at staff’s fingertips
Managers and supervisors can monitor staff’s progress
Trained staff receive a certificate showcasing their new skills
All banks, credit unions and investment firms within the United States can have their staff trained through the BankSafe platform at no cost.
As part of the BankSafe program, banks, credit unions and investment firms can apply to have AARP verify that at least 80% of their frontline staff successfully passed the BankSafe training and confirm that they have a financial-exploitation escalation reporting policy. Qualifying banks, credit unions, and investment firms in good standing can apply to receive a seal from AARP, good for one year, recognizing their commitment to fighting exploitation. Learn how to earn the BankSafe Trained Seal.
BankSafe Training Overview Sheet
Frequently Asked Questions
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