Introduction to Age-Friendly Banking Course

What you'll learn

Describe the key elements that make banking services accessible, convenient, and user-friendly for older adults.
Analyze global best practices and case studies of age-friendly banking initiatives.
Develop strategies for financial resilience, inclusion, and consumer protection for older adults.
Implement effective employee training and customer education programs to enhance age-friendly banking services.
Address challenges such as privacy concerns and fraud prevention in age-friendly banking.

Who is this course for

Bankers and financial services providers
Economists
Financial Planners
Customer service professionals
Regulatory compliance officers
Demographic experts
Consumer protections professionals

Course content

Introduction - Aging in Australia from an International Perspective

1. Understanding Australia’s Aging Population

2. Healthcare Landscape in Australia

3. Australian Cultural Perspectives

4. AgeTech in Australia

5. Future Trends of Aging in Australia

3. The Reciprocal Relationship Between Society, Healthcare, and Aging

3. Strategies For Measuring Financial Inclusion Around the World

8. Future Trends (such as a Digital Central Currency) and Their Expected Impact on Financial Inclusion

1. Short Introduction

Introduction

6. Key Takeaways & Further Reading

Introduction

2. Leading Challenges

3. Examples of Government Initiatives

4. Key Takeaways

Skills covered in this course

age-friendly banking

regulatory compliance

fraud prevention

risk management

policy analysis

family caregiving

consumer protection

financial inclusion

Requirements

No previous knowledge required

Description

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.

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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.

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