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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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2 events,
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Join us Tuesday, September 30 at noon ET for a powerful session that will transform the way you think about your business finances. Led by the ever-insightful Paul Allen, CFP®, MQFP®, this session will help you build confidence, clarity, and control over your business finances. Whether you're just starting out or looking to sharpen your systems, this meet-up will guide […]
FREE
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1 event,
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Cultivate ethical decision-making skills essential for Accredited Financial Counselors® (AFC) in this interactive course. Delve into the standards of practice governing AFCs, exploring real-world scenarios and case studies. Through engaging discussions and activities, participants will gain a deep understanding of ethical principles and their application in financial counseling. Equip yourself with the tools to navigate complex ethical dilemmas with confidence […]
Free for members
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1 event,
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1 event,
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2 events,
About The Conference: This year’s event explores the vital connection between financial stability and overall well-being, recognizing that true wealth comes from healthy finances and healthy lives. The conference will feature dynamic keynote and luncheon speakers, engaging concurrent workshops, and an exhibit hall for participants to connect with sponsors, thought leaders, and fellow attendees. Tracks will be tailored for both […]
$222.00
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1 event,
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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. Presenter: Tom Manganello
FREE
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1 event,
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1 event,
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1 event,
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