Helping Clients with Money Management: Skills for Caregivers
This class provides non-medical home care workers with foundational knowledge and best practices for supporting older adults in the management and proper use of income and resources. Caregivers will learn how to assist clients with everyday financial tasks ethically and within the scope of their role, including organizing bills, identifying and preventing financial exploitation, and handling money or purchases when permitted. The class emphasizes professionalism, transparency, and respecting client autonomy and legal rights.
30 mins Certificate included 100% online English Audio & Captions
Learning Objectives
What you'll learn
By the end of this course, learners will be able to:
- Identify appropriate and inappropriate financial tasks within a caregiver’s scope of responsibility.
- Demonstrate understanding of basic money management practices, including tracking and organizing client income and expenses.
- Recognize signs of potential financial abuse, fraud, or exploitation—and know the proper steps for reporting.
- Apply principles of transparency and accountability when handling client money or purchases.
- Understand the importance of maintaining boundaries and documentation when supporting with financial tasks.
What's inside
This course includes
How-to instructional videos
Interactive learning activities
Knowledge checks throughout
Audio narration
Closed captions (accessibility)
Certificate of completion
Scenario-based videos
Downloadable checklists
Mobile-friendly access
Progress saving (resume anytime)
