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.

The book and research by Dan Ariely, Predictably Irrational explains the hidden forces that drive how we make decisions. While these decisions are often far less rational than we think, once we know more about them they can help us stay on top of our finances, interact better with others and live happier lives. Through this self-study program and discussion […]

During this Practitioner's Unite! session, we will discuss the documentary Get Smart With Money. What were the positives? What was the documentary missing? How could it be improved? Get Smart With Money is a Netflix documentary where financial advisers share their simple tips on spending less and saving more with people looking to take control of their funds and achieve […]