This premarital financial counseling training class is designed for financial advisors who want to help couples navigate the complex world of money management before they get married. This webinar features Behavioral Financial Advisor Marcella Mollon-Williams teaching you how to assess a couple's financial situation, identify their financial goals, and establish a financial foundation that works for both partners.
The three key learning objectives for this training include:
- Understanding the importance of financial communication in a relationship and how to facilitate productive conversations around money.
- Identifying common financial challenges that couples face and developing strategies to address them, such as managing debt, saving for the future, and planning for unexpected expenses.
- Developing a toolkit of resources, including financial planning software and worksheets, to help couples continue to manage their finances effectively after the wedding.
*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.