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In this webinar, Amy Smith, AFC, CFT-I explores practical techniques for financial counselors, coaches, and advisors to assist clients in navigating their emotions effectively when managing their finances. In this session, we will look at the intersection of emotion regulation and financial decision-making, offering strategies applicable to clients facing various emotional challenges. Drawing from evidence-based approaches such as Dialectical Behavioral […]

Wanna be an AFC®? May Webinar Are you interested in becoming an Accredited Financial Counselor (AFC®) but not sure if it’s right for you?  Join us for a no-pressure, informative session where we will give you all the information you need to make your decision. Bring your questions–we love an engaged audience!

In an increasingly competitive economic environment, pursuing post high school education is viewed by many as a requirement for success. Even while many families view follow-on education as a “must-do”, many are not fully understanding the financial impact of funding a child’s education or creating a plan to manage it. Often, families are reacting to a fire that is starting […]

IN PERSON EVENT Earlier this year, the Pew Research Center reported that 9 in 10 Americans own a smartphone, and that it's especially common for lower-income households and households with lower formal education levels to rely on them for internet access. With the smartphones, tablets and computers we depend on to stay connected taking a significant bite out of our […]

Better serve a diversity of clients with these robust, self-paced courses: Financial Inclusion Essentials (10 CEUs) and Diversity, Equity, and Inclusion Essentials (12 CEUs) From ABLE accounts for clients with disabilities to legal considerations for LGBTQ+ clients, you will walk away with tools to make a concrete difference in the lives of your clients and the accessibility of your practice. Both courses satisfy the Ethics/SOP requirement […]