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Details

Date:
November 19
Time:
9:00 am - 11:00 am
Cost:
$70.00

Venue

Portland Marriott Downtown Waterfront
1401 SW Naito Pkwy OR 97201 United States + Google Map

Other

Topics
Financial Education
CEUs / Credits
2.0
Options
This is a Live CEU program.
Types
AFCPE Annual Symposium/Pre-Conference
  • This event has passed.

November 19 @ 9:00 am - 11:00 am EST

$70.00

Online registration closed. Onsite registration available, space allowing. 

A Checklist to Help Every Client Develop Healthy Financial Habits & Break Dangerous Ones

Audience: Financial coaches, counselors & educators who work directly w/individuals & couples who struggle with debt, budgeting, savings & general money management (consumers & potential home buyers)

Description: 2-hour workshop for coaches & counselors that introduces a simple & practical 5-step checklist to implement with clients & consumers to put their finances on a sure & steady foundation for success. Without addressing these 5-steps, consumers are sure to end up in debt long-term.

Objectives: Participants will be able to:
1) Identify the 5-steps to breaking the long-term consumer debt cycle
2) Understand how each step contributes to long-term household financial stability
3) Begin adapting the checklist for their professional counseling & coaching settings

*2 CEUs for AFCPE certified professionals. Coffee served.