IPT Activities

The "Elder Investment Fraud and Financial Exploitation Prevention Program" (EIFFE Prevention Program) educates professionsls who routinely work with older Americans to recognize when their older clients may be vulnerable to or victims of financial abuse, particularly those patients with mild cognitive impairment, and then to refer these at-risk patients to State Securities Regulators, local adult protective services professionals or for further medical screening.

The EIFFE Prevention Program Medical provides education to medical professionals via contining medical education (CME) trainings and events. The EIFFE Prevention Program, which was created by the Baylor College of Medicine and funded by a grant from the Investor Protection Trust, is a partnership between IPT, the North American Securities Administrators Association (NASAA) and the National Adult Protective Services Association (NAPSA) in cooperation with leading U.S. medical associations including the American Academy of Family Physicians, the National Area Health Education Center Organization and the National Association of Geriatric Education Centers. Thirty three State Securities Regulators have joined the EIFFE Prevention Program Medical to help protect seniors in their states and jurisdictions from investment fraud and financial exploitation.

The EIFFE Prevention Program Legal provides education to lawyers via contining legal education (CLE) trainings and events. The EIFFE Prevention Program Legal is a collaboration between the IPT, ABA Commission on Law and Aging, Investor Protection Institute (IPI), State Securities Regulators’ offices and state bar associations. The EIFFE Prevention program Legal is currently in pilot phase in up to five states. Once the pilot phase is complete, the program will be rolled out nationwide.

EIFFE Prevention Program Materials


Clinician's Pocket Guide
A Guide designed to be used by healthcare professionals and others who work with older Americans. It describes common red flags of financial exploitation, financial capacity and the types of referral that may be needed.

View Guide

Patient Brochure
An informational brochure focusing on recognizing and avoiding elder investment fraud including common red flags, tips for protecting yourself and additional resources.

View Brochure

The Crime of the 21st Century
A special report that appeared in Kiplinger Personal Finance Magazine in November 2011. It addresses several common types of elder fraud and how adult children can help to protect their older parents from becoming victims.

View Article

Preventing Elder Abuse Call-In
Announcement of November 10, 2011 Call-In on Protecting Elder Americans from Financial Abuse. Callers could speak with a medical professional, financial planner or adult protective services professional.

View Flyer

Elder Investment Fraud Video

"Elder Investment Fraud: A National Epidemic" is a short video that addresses and explains the widespread problem of elder investment fraud and financial exploitation and explores some of the possible solutions. The video includes interviews with elder fraud victims, their families, doctors and caretakers in addition to representatives from the Pennsylvania Securities Commission.

View the Elder Investor Fraud: A National Epidemic Video

EIFFE Prevention Program Research

07.29.2014 — Results of the IPT Elder Fraud and Financial Exploitation Survey of Lawyers: Lawyers Ready to Join in Major Push to Spot and Report Financial Fraud Targeting Older Americans

06.12.2013 — Results of the IPT Elder Fraud and Financial Exploitation Survey of Medical Professionals: Do Doctors Know The Symptoms?

08.15.2012 — Results of the IPT Eder Fraud and Financial Exploitation Survey of Experts: Family Members, Caregivers and Swindlers Are Top Financial Exploiters of Older Americans

06.13.2012 — Results of the IPT Elder Fraud and Financial Exploitation Survey: More Than 4 Out of 5 Experts Say Financial Abuse of Elderly is Getting Worse

06.15.2010 — IPT Elder Investor Fraud Survey: 1 Out of 5 Older Americans Are Financial Swindle Victims

EIFFE Prevention Program News

07.29.2014 — IPT Survey News Release: Lawyers Ready to Join in Major Push to Spot and Report Financial Fraud Targeting Older Americans

06.12.2013 — IPT Survey News Release: 1 In 5 Doctors, Nurses Aware They Are Often Dealing With Older Victims Of Investment Swindles

08.15.2012 — IPT Survey News Release: Family Members, Caregivers and Swindlers Are Top Financial Exploiters of Older Americans

06.13.2012 — IPT Survey News Release: More Than 4 Out Of 5 Experts Say Financial Abuse of Elderly is Getting Worse

06.13.2012 — Streaming Audio of Survey Release Telenews Event

11.01.2011 — IPT News Release: Stopping Elderly Fraud Cold: States, Doctors, Financial Planners, Others To Launch National Hotline November 10th To Fight Swindlers Targeting Older Americans

11.17.2010 — News Release Annoucing EIFFE Prevention Program

11.17.2010 — Streaming Audio of Telenews Event