
A series of senior-focused seminars addressing financial safety, fraud protection, digital literacy, and managing personal finances in a changing world. Designed for retirement residences, senior centers, community groups, and caregivers.
In part 2 of this series, this seminar provides practical, accessible, and highly relevant training on fraud, scams, phishing attacks, online exploitation, and financial abuse. It equips participants with the knowledge and tools to protect themselves and their loved ones. Suitable for seniors, newcomers, adult learners, and vulnerable populations.
Now that we have learned what risks are out there, part 3 of this course equips participants with the essential digital skills needed to confidently and safely navigate online banking, mobile apps, and electronic financial tools. Participants learn how to recognize online threats, create secure digital habits, and protect their personal and financial information. Ideal for seniors, newcomers, community clients, and individuals with low digital literacy.
The following courses are available:
- Financial Security for Seniors: Protecting your Money, Identity & Piece of Mind
- Safeguarding your Finances: Understanding Fraud, Phishing & Financial Abuse
- Digital Literacy for Safe Banking: Protecting Yourself in a Digital World
| Module Title | Brief Description | Deliverables |
|---|---|---|
| Financial Security for Seniors: Protecting your Money, Identity, & Piece of Mind | Part 1 of this course focuses on giving learners an understanding of the digital environment, including topics such as what risks are out there, how to identify them, and what technologies are safe to use to manage your personal finances. | • We provide learners with a Senior-friendly workbook • Course provides real-life examples of scams being used • Learning prevention strategies to protect yourself • Learn what technologies are safe / how to use technology safely |
| Fraud, Phishing & Financial Security for Vulnerable Populations | After laying out the basics in part 1 of this series, here, we focus on what scams are being run, how they work and how to improve your security to avoid falling victim to increasingly complicated fraudulent activities online. | • A participant guide for continued reference for learners • A series of interactive scenario activities to practice safe online (and phone-based) habits • We will help learners develop Safety Checklists (related to safe banking, online shopping, and identity theft response) |
| Digital Literacy for Safe Banking | In the third part of this course we take the next step in digital safety, where we turn knowledge into actionable steps to protect yourself, whilst learning how to safely make online apps work to make your life easier. | • Step by step guides on how to use online banking and mobile financial apps • Interactive demonstrations of things like secure logins, password creation and identifying fake sites • Hands on digital literacy exercises • Creating a safety checklist for digital device security • Helps vulnerable populations adopt safe digital financial practices • Customized presentation deck is tailored to client technology levels |
