Podcasts and Newsletters

Ethical Compass: Guiding Military Families with Integrity Practicing ethics in personal finance promotes financial well-being, fosters trust in financial relationships, and contributes to a positive and responsible financial culture within individuals and society as a whole. Join Dr. Gutter and Dr. Tyler-Mackey to define ethics, including the military standards of...

August 29, 2023

Estate Planning and Emotional Intelligence: What You Need to Know! As financial counselors, we frequently emphasize the educational aspect of estate planning. Incorporating emotional intelligence into our approach allows us to offer practical solutions and insights to our clients. Join us for a presentation on emotional intelligence and how it...

August 29, 2023

FPA Connect: Working Effectively with ADHD Clients Attention-Deficit/Hyperactivity Disorder (ADHD) directly impacts financial well-being through inconsistent financial management practices, risky or impulsive financial decision-making, disorganization of files, and more. It also limits the ability of financial planners and counselors to work effectively with their ADHD clients. This webinar will provide...

August 29, 2023

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

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

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

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

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

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

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

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

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