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.
Predictably Irrational Book Study Group
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 […]
Member Meetup: Creating Content Using Canva
Member Meetup: Creating Content Using Canva
During this Member Meet-up, you'll learn the basics of how to use Canva to promote your brand. Canva is a free-to-use online graphic design tool and app. Use it to create social media posts, presentations, posters, videos, logos, and more. This webinar will utilize the Canva app, so download it beforehand by heading to your app store! Presenter: Brianna Then, […]
The Power of Teaching your Clients Their Consumer Rights
The Power of Teaching your Clients Their Consumer Rights
This webinar will discuss the rights consumers have that enable them to effectively monitor, manage, and improve their financial well-being. Through CFPB’s Financial Education Exchange (FinEx), the CFPB offers free publications, tools, and resources to help you work with people in your community who need help understanding their rights and responsibilities with respect to their personal finances and their financial […]