Week of Events
Practitioners Unite! Coaching Dynamics: Interactive Scenario Roleplay
Practitioners Unite! Coaching Dynamics: Interactive Scenario Roleplay
Join us on April 9th, 2024, at 12 pm ET. This event is designed for financial coaches, counselors, and professionals looking to enhance their coaching skills through practical roleplaying and scenario simulations. Throughout these exercises, attendees can refine their communication, active listening, and problem-solving skills, which are crucial for effective financial counseling. This event is member-led. We will utilize breakout […]
Top 10 Insights To Master The Human Side of Advice
Top 10 Insights To Master The Human Side of Advice
Top 10 Insights To Master The Human Side of Advice Every advisor knows that working in financial advice requires more than an understanding of numbers. It requires an understanding of people. We work with emotional human beings on the emotionally charged topic of money. Yet, we don’t get taught the necessary skills to do this in trainings, designations, or certifications. […]
Keys to Effective Teaching/Learning: Financial Counselors as Teachers and Learners
Keys to Effective Teaching/Learning: Financial Counselors as Teachers and Learners
Keys to Effective Teaching/Learning: Financial Counselors as Teachers and Learners Celebrate Financial Literacy Month by joining our Education Coordinator, Jessie Jimenez, for a discussion of current teaching and learning techniques. Find out what works and what doesn't, and why it is not helpful to ask people about their learning styles. Whether looking to apply learning principles to your sessions with clients or […]