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.
Course participants have access to Essentials courses for 12 months from their date of registration.
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.
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 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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