A self-paced online course for financial counselors, financial coaches, disability service providers, and others who want to learn more about building the financial well-being of people with disabilities.
Financial Inclusion Essentials will help you:
- Debunk myths and stereotypes
- Understand money management rights and resources
- Navigate favorable tax credits and services
- Understand employment resources
- Provide education on major acquisitions
- Understand ABLE Accounts
Financial Inclusion Essentials
Program Cost: $349*
*Special pricing available for groups of 10 or more.
** AFCPE Members save 10%. Become a Member.
Course is pre-approved for 5 CEUs for AFCPE® and 2 CEUs for CERTIFIED FINANCIAL PLANNER (CFP®) Certified Professionals.
AFCPE Essentials courses are moving to a new learning management system! Registration will re-open in January 2022.
If you have questions, please email the AFCPE Education Team.
Financial Inclusion Essentials Participant
I absolutely loved how each subsequent module built upon the previous module. This modular learning approach offered the course materials in a logical, sequential , order guiding students through the content and assessments in the order specified by the instructors.
This approximately 10-hour course was developed in partnership with National Disability Institute (NDI). The mission of National Disability Institute is to build a better financial future for people with disabilities and their families.