Introduction to Age-Friendly Banking

Age-friendly banking refers to designing and delivering banking services that are accessible, convenient, and user-friendly for older adults. Join our introduction to age-friendly banking and learn how banks worldwide provide older adults the support and resources they need to manage their finances and achieve their financial goals. This mini-course will be co-instructed by Dr. Ira Sobel, the Founder and Academic Director of Fintech for Longevity Academy, and Mr. Ronald Long, Former Head of the Aging Clients Department at a leading bank in the US.

Course Type:
Online Micro-Learning
Course Level:
Basic


Learning Objectives

Who is this Course for

Skills Covered in this Course

Structure of the Course

Agenda

Part I - What is Age-Friendly Banking - Dr. Ira Sobel

  1. Defining age-friendly banking-- The business case for Age-friendly Banking-- What do older adults want from their bank? 
  2. The three interrelated elements of Age-friendly banking: 
  • Financial Resilience
  • Financial inclusion 
  • Financial Consumer protection

Part IIa - Age-friendly Banking in Practice

  • Introduction
  • Employee training and awareness
  • Customer education 

Part IIb- Age-friendly Banking in Practice (cont’d)

  • Elder fraud detection prevention and reporting
  • Charitable engagement and partnerships
  • Innovation for older adults within the age-friendly framework

More Information

Location: Online, Self-paced (delivered by TalentLMS)

Duration: 1.5 hr

Time limit : 90 days

Price 279 USD

Price For members: Get 30% off using your membership code. Learn more about our Membership Programs.

Faculty

Dr. Ira Sobel
Founder and Academic Director, Fintech for Longevity Academy

Dr. Ira Sobel is the founder and Academic Director of Fintech for Longevity Academy, a trusted provider of financial longevity for corporate professionals around the world. Dr. Sobel specializes in the economic aspects of aging with a particular focus on the role of Fintech in improving the financial well-being of older adults and their families. Dr. Sobel lives in Israel where she is currently teaching a course on “Financial Inclusion in the Fintech Age” at The Hebrew University of Jerusalem. She is an international speaker and advisor to many Fintech companies and VCs around the world. Dr. Sobel has a PhD in Sociology from Tel Aviv University.

Ronald Long
Principal of Long Life Consulting and Former Head of Aging Client Services Wells Fargo & Company

Ronald C. Long retired in 2022 as the Head of Aging Client Services for Wells Fargo. In this role, he worked with all of Wells Fargo’s business units to help them stay abreast of the changing regulatory environment on issues related to the aging client.  With his leadership, Ron is helping all business lines focus on the day-to-day needs of aging clients and their families.  Ron worked in sales for Armstrong World Industries and West Point Pepperell.  He is a graduate of Williams College and received his law degree from Georgetown University Law Center.

What Others Have to Say About Our Courses

Douglas Dubitsky
,
Retirement Income Export
GoalBased Investors

“The instructors explained the content very clearly. The most important takeaway for me from the course was the universality of the longevity challenges and opportunities. In addition, the reality of the aging population demographics vs. the perception of what financial institutions are promoting.”

Nil Meral
,
TheGerontechnologist.com

“Overall, I rate the course “Excellent”. Thanks a lot for all the great sessions.”

Barbara Rey Actis
,
Entrepreneur and author
Longevity Initiatives

“I would like to congratulate you on the organization of the course. The content, the material, the duration, all the concepts, and the explanations were great. I love the Slack tool for creating community also. I am very, very happy with all the knowledge I acquired after taking this course. Thank you.”