Podcasts and Newsletters
Academic Research Colloquium, Financial Planning Review
Approved for 1 CEU for AFCPE and FTA professionals Dr. Chaffin will discuss what biases influence professionals and clients, and how we can overcome these biases as part of the financial planning process. Financial professionals will have a better understanding of behavioral issues that influence expert biases, client behavior, and...
November 07, 2018
Read More >The Creating a Coaching Practice “How To” Workshop
4 CEUs for AFCPE certified professionals During this interactive session, you will gain skills to build your financial coaching practice. Bring a charged laptop & be ready to take action. Session Topics: Income & Pricing Models: How to: Set prices & packages for coaching services; Set-up different sources of income Coaching...
September 11, 2018
Read More >Military Transition Financial Wellness Program (MTFWP) Afternoon Session
Out-of-the-box Financial Planning for Everyone Continuation of the morning session. May also be taken as a stand alone training. Based on lessons learned from the Military Transition Financial Wellness Program (MTFWP), this session goes beyond textbook programs. Topics Discussed: 1) How vehicle selection affects your finances 2) Return on Investment...
September 11, 2018
Read More >Employment Resources for Military Spouses
Approved for 1.5 CEUs for AFCPE Professionals Eddy Mentzer of the Spouse Employment and Career Opportunities program of the Department of Defense’s Family Readiness Policy will start this webinar by discussing the resources and tools this program has in place to support military spouses. He will cover the benefits and...
September 11, 2018
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