Learn about the responsibilities of a financial caregiver.

Duration: 5-7 minutes

Topics and Learning Objectives

  • Understand the emotional, physical, and mental traits needed to be a financial caregiver.
  • List the short- and long-term duties of a financial caregiver.
  • Define filial, contractual, and fiduciary caregiving arrangements.
  • Describe financial caregiving “best practices.”
  • Discuss the needs of self-care for a caregiver.

Marketing Teaser

Being a financial caregiver for a loved one comes with many expectations and demands. In caring and supporting someone else, it’s also important to make sure you are taking care of yourself.

If you’ve been asked to become a financial caregiver, or are considering asking someone to serve as one for you, our course can help you:

  • Understand the ideal emotional, physical, and mental traits of a financial caregiver
  • Explore different caregiver roles and their associated responsibilities
  • Learn about the importance of financial caregivers also practicing self-care

Post on Twitter

Considering becoming a financial caregiver? Make sure you understand the expectations and responsibilities, and the importance of self-care in the process: [LINK]

Post on Facebook/LinkedIn

Every year, millions of Americans act as financial caregivers for a loved one or a friend. If you’re asked to become a financial caregiver, it’s important to understand the expectations as well as the ideal emotional, physical, and mental traits needed to be successful: [LINK]

Image Package

Turnkey graphics to promote this topic. Includes course screenshots, lifestyle images, and the topic’s icon.

Topic List

Explore more

Budgeting for Families

Learn more about how you can create budgeting solutions for you and your family.

Paying Your Student Loans

Education is an investment in yourself but can come at a high cost. Learn the basics of student loan debt and find guidance on how to pay off your loans.

Budget Hacks: The College Edition

Explore some best practices and hacks for how to navigate the student experience on a budget.

Preparing for Graduation

Learn what financial goals to think about as you prepare to graduate.