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 […]
Social Security Benefits in 2023 According to the Social Security Administration (SSA) approximately 70 million Americans will see an 8.7% increase in their Social Security benefits and Supplemental Security Income (SSI) payments in 2023. On average, Social Security benefits will increase by more than $140 per month starting in January.
Member Meetup: How do you share your value? The Accredited Financial Counselor designation is not yet a household name, but you can help the world understand the important work AFCs do. During the March Member Meet-up, we will discuss how you can share your value; not only with potential clients but with other professionals as well. Having short, medium, and longer descriptions […]