Podcasts and Newsletters
A Hitchhiker’s Guide to Intertemporal Discounting: Using Time Preference to Predict Client Behavior
A Hitchhiker's Guide to Intertemporal Discounting: Using Time Preference to Predict Client Behavior Long held as mysterious and almost impossible to predict, new insights into human behavior and behavioral finance reveal surprisingly predictable patterns. When understood and used properly, these patterns can help advisers serve their clients in remarkable ways,...
August 29, 2023
Read More >The Future of Investing
The Future of Investing Artificial intelligence, machine learning, and data analytics are transforming the investing landscape. In this class, you will learn how to use these new tools to create value for your clients and grow your business. We will cover how forecasting analytics are changing the portfolio formation process...
August 29, 2023
Read More >Practitioners Unite! Networking Coffee Chat
Practitioners Unite! Networking Coffee Chat Join us on Tuesday, September 12th at 1 pm for a virtual networking coffee chat event! Connect with other financial professionals from various industries, exchange ideas, and expand your network—all from the comfort of your home. This month we will utilize breakout rooms to encourage smaller groups...
August 28, 2023
Read More >Member Meet Up: Building Community and Support Amongst Financial Professionals Part 2
Member Meet Up: Building Community and Support Amongst Financial Professionals Part 2 This event is Part 2 of our Member Meet-up from April! We last spoke about the importance of building a support network of local financial professionals to share experiences, resources, provide referrals for clients, discuss the highs and...
August 28, 2023
Read More >Spotting Credit Repair Scams On Demand
Spotting Credit Repair Scams On Demand Available August 1, 2023 - December 31, 2024 During this two-part on-demand course, CBA explores what credit repair is, digging into examples of how it shows up in practice, and approaches for supporting consumers with disputing inaccurately reported debts. Price: AFC who works for a CBA member:...
August 25, 2023
Read More >Credit as an Asset On Demand
Credit as an Asset On Demand Available March 1, 2023 - March 1, 2024 Credit as an Asset On Demand provides Credit Builders Alliance’s signature credit-building training in a self-paced format for the very first time. This training is designed to help nonprofit community-based organizations and financial capability professionals enhance...
August 25, 2023
Read More >Credit as an Asset: Small Business On Demand
Credit as an Asset: Small Business On Demand Available March 1, 2023 - March 1, 2024 Credit as an Asset: Small Business On Demand builds on the learning in CBA’s signature Credit as an Asset course for practitioners to focus on entrepreneurs' credit needs and challenges. Learn the key differences...
August 25, 2023
Read More >FPA Connect: Knocking Down Barriers to Promote Financial Well-Being for All
FPA Connect: Knocking Down Barriers to Promote Financial Well-Being for All Oftentimes individuals with disabilities, seniors, and their families experience barriers to achieving financial wellness due to public benefit rules, access to services, and programmatic guidelines. This webinar will provide resources and tools to assist financial counselors and other professionals as...
August 14, 2023
Read More >Practitioners Unite! Networking Coffee Chat
Practitioners Unite! Networking Coffee Chat Join us on Tuesday, August 8th at 1pm for a virtual networking coffee chat event! Connect with other financial professionals from various industries, exchange ideas, and expand your network—all from the comfort of your home. Engage in meaningful conversations, discover new opportunities, and build valuable...
July 20, 2023
Read More >Member Meet-Up: Helping your clients put their story in trusted hands
Member Meet-Up: Helping your clients put their story in trusted hands Join Glen Cone, author of Generation Preservation, for this talk. He will discuss the importance of clarifying, chronicling, and managing your client's personal information to help them and their families de-mystify financial matters that make a significant difference in...
July 20, 2023
Read More >The Intersection of Language and Inclusivity in Financial Counseling
The Intersection of Language and Inclusivity in Financial Counseling Language creates meaning and words matter for social groups. This webinar will review language around issues, challenges, and perceptions associated with diversity and inclusion/exclusion in the United States. We will also practice how language can be inclusive and create new terms...
July 18, 2023
Read More >Asynchronous Course: The Cooperative Extension System—Force Multiplier for Military Family Readiness
The Cooperative Extension System: A Force Multiplier for Military Family Readiness Many DoD Military Family Readiness Professionals are not well-versed in the history or capabilities of Cooperative Extension System in supporting Military Family Readiness efforts (RAND, 2014). Cooperative Extension represents an underleveraged force-multiplier tool to serve families in the military...
July 18, 2023
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