The Psychology of Aging - Money, Decision Making, and Beyond

This course provides an in-depth exploration of how aging affects psychological processes related to money management, decision making, and overall well-being. Participants will gain insights into cognitive changes, financial strategies, legal planning, and emotional health, empowering them to navigate the complexities of aging with confidence.
Professional Certificate
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Recommended level
Online, self paced
Mode of learning

What you'll learn

  • Understand cognitive changes associated with aging and their impact on financial decision-making.
  • Learn about the role of emotional well-being and social support in decision-making and overall health.
  • Apply knowledge through case study analysis and interactive activities.
  • Recognize cognitive failures and neuropsychological challenges in aging.
  • Develop strategies for maintaining cognitive health in older adults.

Who is this course for

  • Asset managers
  • Financial planners
  • Healthcare professionals
  • Policy makers
  • Financial regulators
  • Social workers
  • Professional and family-caregivers
  • Psychologists and counselors

Course content

1. Understanding the Psychology of Aging
2. Money Management and Planning for the Future
3. Decision Making and Psychological Well-being
4. Wrap-Up
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
1. The Demographic Trends of Aging Around the World
2. Is The Frontier of Survival Still Advancing?
3. The Reciprocal Relationship Between Society, Healthcare, and Aging
4. Effects of Aging on Real Estate, Financial Markets & Interest Rate
1. What is Age-Friendly Banking
2. The 3 Interrelated Elements of Age-Friendly Banking
3. Age-friendly Banking in Practice, Part I
4. Age friendly Banking in Practice, Part II
1. Setting The Stage
2. Financial Inclusion 1.0 Versus Financial Inclusion 2.0
3. Strategies For Measuring Financial Inclusion Around the World
4. Mobile Money, Poverty, and Gender Equality
5. Religion, Gender, Race, and Old Age in the New Digital Banking
6. Micro-Pensions and Savings
7. Credit, Risk, and Financial Inclusion
8. Future Trends (such as a Digital Central Currency) and Their Expected Impact on Financial Inclusion
1. Short Introduction
2. Alternative Saving Models in the Digital World
1. Understanding the Biology of Aging
2. The Longevity Market, Money and Research
3. The Conventional Approach to Longevity
4. Longevity Medicine and Best Practices
5. Longevity - The Long Term
6. Key Takeaways & Further Reading
1. Navigating Relationships
2. Navigating Purpose
3. Navigating Health
4. Navigating Wealth
1. Foundations of AgeTech and Aging
2. Challenges of Aging - Tech-Enabled Solutions
3. Trends and Opportunities in AgeTech
4. Big Tech in AgeTech
5. Future Directions and Innovation in AgeTech
1. General Overview of The Old Population in India
2. Leading Challenges
3. Examples of Government Initiatives
4. Key Takeaways

Skills covered in this course

financial planning
emotional regulation
regulation and privacy
case study analysis
social support
fraud detection


  • No previous knowledge required



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.

Liran Lavi
Co-Instructor and Research Analyst, European Market

Liran Lavi is a 6th-year medical student at Federico II university in Naples and holds a B.Sc. in biology and psychology from Tel-Aviv university. In the past decade, using his knowledge of statistics and social psychology, he has helped research and analyze data about the elderly population in areas of health, wealth, and well-being. Liran is creating new education programs on aging-focused technologies, and the intersection between finance and longevity in the European market.



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Professional Certificate
Acquire a certificate showcasing your skill mastery.
Recommended level
Online, self paced
Mode of learning
Professional Certificate
Acquire a certificate showcasing your skill mastery.
Recommended level
Online, self paced
Mode of learning