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: $359*

*Special pricing available for groups of 10 or more.
** AFCPE Members save 10%. Become a Member.

Course is pre-approved for 8 CEUs and satisfies the ethics/standards of practice requirement for AFC® certified professionals. Course is also pre-approved for 2 CEUs for CERTIFIED FINANCIAL PLANNER (CFP®) Certified Professionals.

AFCPE®‘s Refund Policy 

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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.

Financial Inclusion Essentials Participant

I am a retired Special Educator with extensive experience in serving individuals with disabilities mainly in the K-12 setting. This course was packed with information to better serve them as adults. Excellent course!

This approximately 10-hour self-paced, online 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.

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