Our convenient online training prepares you to derive accurate, relevant results from every assessment. Training to administer the Financial Decision Tracker and the Family & Friends Interview is open to any professional registered with Older Adult Nest Egg. Training to administer the Financial Vulnerability Assessment, however, is confined to mental health professionals.
Trainees who pass the brief certification test after training gain immediate access to the online assessment.
Groups or organizations interested in receiving comprehensive training in the assessments, geared to their needs, should contact Dr. Lichtenberg. He conducts trainings in person, via conference call or webinar. Participants learn the scientific research underlying the assessments and the optimal methods to conduct them.Trainings are dynamic and interactive, allowing for customization, questions and discussion. Dr. Lichtenberg also consults with organizations to help them understand the problem of financial exploitation and how these interviews can protect their employees and the older adult clients they serve.
The Lichtenberg trio of assessment tools is designed to complement and enhance each other. Training is streamlined and straightforward. Regardless of your expertise, we have an assessment and training to help you and your client.
Financial Decision Tracker
This brief 10-question assessment is the basis to determine how and why the older adult has made a specific financial decision. Easy to administer regardless of professional background.
Complete the Overview training to begin training on the Financial Decision Tracker
Family & Friends Interview
Family & Friends adds information from a trusted third-party to help determine the quality of a client’s financial decision making. Easy to administer regardless of professional background. Training to conduct the Financial Decision Tracker is a prerequisite.
Complete both the Overview and the Financial Decision Tracker trainings to begin training on the Family & Friends Interview
Financial Vulnerability Assessment
This in-depth evaluation is best administered by a mental health professional. It includes the Financial Decision Tracker and adds critical contextual factors that impact the integrity of the financial decision.
Complete both the Overview and the Financial Decision Tracker trainings to begin training on the Financial Vulnerability Assessment
Institute of Gerontology
At Wayne State University
87 East Ferry St.,
Pauline Knapp Building
Detroit, MI 48202