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The Psychology of Money explores how money moves around in an economy and how personal biases and the emotional factor play an important role in our financial decisions, as well as how to think more rationally and make better decisions when it comes to money. Financial professionals gain knowledge on the impact of psychology on personal finance and investing. Behavior […]
$150.00
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This webinar educates financial counselors on the Security and Exchange Commission’s role in regulating FinTech innovations, enabling them to assist Service members and their families on the opportunities, risks, and ethical considerations of utilizing these emerging financial technologies.
FREE
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2 events,
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A properly designed and implemented CRM system goes far beyond contact management — it can become the operating system for your entire counseling or coaching practice. In this session, we’ll explore how strategically implemented CRM software enhances the financial counseling process and strengthens the client–counselor relationship — all on autopilot. Learn how to: -Automate client communication -Manage clients throughout the […]
$50
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This webinar will recap 2025 through a personal finance lens by describing noteworthy financial news, trends, and events and their implications for personal financial planning. The webinar will also include the results of 2025 research articles and a preview of announced changes related to income and estate taxes and Social Security for 2026. Presenter: Barbara O'Neill, Ph.D., CFP®, CRPC, AFC®, CFEd, […]
Free for members
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