FOR PSYCHOLOGISTS

Earn 10 Continuing Education Hours 

Increase Your Expertise in Conducting Financial Capacity Assessments for Older Adults

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.

Please 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 Distinguished Professor Peter Lichtenberg, Ph.D., ABPP, and University of Louisville Professor Benjamin Mast, Ph.D., 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 60-minute increments, including 10 min Q and A.

LEARNING OBJECTIVES

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 cases
8. Describe how to work with attorney in giving depositions, and court testimony
9. Assess testamentary and contractual capacity
10. Improve legal case report writing and strategies for enhancing your practice

2024 FALL SCHEDULE

Tuesdays 4:00-5:00 pm EST

September 24
October 1,8,15, 22, 29
November 5, 19, 26​
December 3

PLEASE NOTE

• Participants should be familiar with online webinars. We use ZOOM platform-links will be sent out for each class.
• Participants are responsible for having a stable internet connection
• We will try to help with technical issues, but support is limited
• It is recommended that for the first class, participants log onto the site 5-10 minutes before class begins
• Send your CV and letter of interest to Peter Lichtenberg at p. lichtenberg@wayne.edu

Once approved by Dr. Lichtenberg make your payment.

Peter A. Lichtenberg, Ph.D., ABPP
Institute of Gerontology
Distinguished University Service Professor of Psychology, Wayne State University
(248) 497-3088 | p.lichtenberg@wayne.edu

COST

The complete Older Adult Financial Capacity Assessment Course provides 10 CEs in psychology and costs $375. Fees are payable to the Institute of Gerontology after the applicant is accepted into the course.