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Research and reports

We study how consumers interact with financial products and services to help identify potential problems in the marketplace and achieve better outcomes for all. Review our reports and analyses to help inform your decisions, policies, and practices. And, see reports that we periodically prepare about the CFPB.

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Category: Consumer education and empowerment

Report and Recommendations: Fighting Elder Financial Exploitation through Community Networks

Hundreds of communities across the United States have created collaborative networks to protect their older residents.  This report highlights what elder financial exploitation prevention and response networks do, how they work, how they can work better, and how they can be established.

Category: Industry and markets

Recommendations and report for financial institutions on preventing and responding to elder financial exploitation

Banks and credit unions are uniquely positioned to detect elder financial exploitation and to take action. This advisory and report include best practices identified by the Consumer Financial Protection Bureau to help banks and credit unions protect older account holders.

Category: Consumer education and empowerment

Senior Designations for Financial Advisers

The Dodd-Frank Wall Street Reform and Consumer Protection Act directs the Office of Financial Protection for Older Americans in the Consumer Financial Protection Bureau (CFPB or Bureau) to make recommendations to Congress and the Securities and Exchange Commission (SEC) on the best practices for (i) disseminating information regarding the legitimacy of certifications of financial advisers who advise seniors; (ii) methods in which a senior can identify the financial adviser most appropriate for the senior’s needs; and (iii) methods in which a senior can verify a financial adviser’s credentials.