Older Adult Financial Capacity Assessment Course

Live Webcast Course - Earn 10 CEs

Send a cover letter and your CV to Peter Lichtenberg, Ph.D., at p.lichtenberg@wayne.edu or call Dr. Lichtenberg at 313-664-2633 for more information. Pleaase do not pay for this course unless you have had prior approvel from Dr. Lichtenberg.

The Older Adult Financial Capacity Assessment Course helps psychologists expand their work as experts in legal cases that fall under the jurisdiction of Probate Court. Offered through Wayne State University's Department of Psychology and the Institute of Gerontology, the course is taught by Institute of Gerontology Director Peter Lichtenberg, PhD, ABPP, and University of Louisville professor Benjamin Mast, PhD, ABPP. Drs. Lichtenberg and Mast are board-certified clinical geropsychologists with years of experience conducting capacity assessments and providing expert testimony in court hearings.

The instructors provide background, review actual cases and discuss capacity assessment approaches across 10 topics. Participants will strengthen their skills and confidence about performing expert work in civil legal cases involving financial capacity, guardianship, and conservatorship, as well as in report writing and testifying in depositions and at trial. The live on-line course will be provided through Zoom weekly, in one-hour increments.

At the end of this course, participants will be able to:

  1. Discuss ethical issues in capacity assessments and preparing to be an expert
  2. Describe core competencies for capacity assessment
  3. Conduct whole person assessments
  4. Conduct financial capacity assessments
  5. Describe financial exploitation and its relationship to capacity assessment
  6. Assess undue influence
  7. Assess guardianship and conservatorship
  8. Work with attorneys, deposition, and court testimony
  9. Assess testamentary and contractual capacity
  10. Assess capacity to return home and enhancing your practice

Each 1-hour segment is provided through GoToMeetings on Wednesdays from 4-5 pm EST.:
February: 2, 9, 16, 23
March: 2, 9, 16, 23
April: 6, 13
The instructors will also be available for each participant to have an individual consultation for up to one hour during the 10 week course.

Please note:
1. Participants should be familiar with online webinars
2. Participants are responsible for having a stable internet connection
3. We will try to help with technical issues but support is limited
4. It is recommended that for the first class participants get on the site 5-10 minutes before class begins
5. Because we had such a large waitlist from the previous course, there may be more attendees for this course (30-35) than is typical for our previous offerings (25).
6. Direct any questions to Peter Lichtenberg at p.lichtenberg@wayne.edu

The complete Older Adult Financial Capacity Assessment Course provides 10 CEs in psychology and costs $350.
After approval of CV submision PAY HERE

Peter A. Lichtenberg, PhD, ABPP
Director, Institute of Gerontology and Merrill Palmer Skillman Institute
Distinguished Service Professor of Psychology, Wayne State University
313-664-2633 | p.lichtenberg@wayne.edu

Wayne State University's Department of Psychology is approved by the American Psychological Association to sponsor continuing education for psychologists. WSU's Department of Psychology maintains responsibility for this program and its content.

Please direct questions about continuing education to Dr. Mark Lumley (mlumley@wayne.edu).