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Client Communication & Counseling

Webinar / Online Meeting Online Meeting

Client Communication & Counseling Texas Tech University School of Financial Planning Using self-discovery, this course will explore and apply theory, counseling fundamentals, and communication techniques for effective interactive client communication in financial planning and counseling. Addresses personal relationships with money, including emotions, beliefs, and behaviors.

Exploring AFCPE Ethics 2023

Webinar / Online Meeting Online Meeting

Exploring AFCPE Ethics 2023 In this webinar, we will break into small groups to explore some of the most controversial ethical scenarios from our last few Ethics trainings. Due to the nature of this training, space is limited and the webinar will not be recorded. Please do not register unless you are sure you will be able to attend.