financial capacity assessment; financial management assessment; financial capacity instrument

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[1]

Indications

  • age-associated financial vulnerability*

* prevalence 5% in adults > 60 years, 50% in patients with Alzheimer's disease

Procedure

  • financial capacity instrument assesses financial ability in 6 domains
    • basic monetary skills
    • financial conceptual knowledge
    • cash transactions
    • checkbook management
    • bank statement management
    • financial judgement
  • occupational therapista or neuropsychologista may conduct formal financial management assessments

References

  1. ↑ Geriatric Review Syllabus, 10th edition (GRS10) Harper GM, Lyons WL, Potter JF (eds) American Geriatrics Society, 2019
    Geriatric Review Syllabus, 11th edition (GRS11) Harper GM, Lyons WL, Potter JF (eds) American Geriatrics Society, 2022
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