Week of Events
Client Communication & Counseling
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.
Instilling Client Motivation Throughout the Counseling Process
Instilling Client Motivation Throughout the Counseling Process
This member meet-up will be led by Jenni Whiteley. She is an AFC candidate and Masters's student at Utah State University. She developed a technique focused on helping clients transform their budget process from the inside out. She will walk us through how to inspire clients to gain control of their finances using intrinsic motivation. The 20-30 minute presentation will […]
Exploring AFCPE Ethics 2023
Exploring AFCPE Ethics 2023
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.