What You'll Learn
Join personal finance educator Brian Page for an engaging webinar designed to empower financial advisors with strategies and tools for couples to discuss the day-to-day management of their household finances. Learn actionable tips for your clients to discuss money in healthy ways using…
Tom Dickson
Financial Experts Network
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Join personal finance educator Brian Page for an engaging webinar designed to empower financial advisors with strategies and tools for couples to discuss the day-to-day management of their household finances. Learn actionable tips for your clients to discuss money in healthy ways using strategies developed by financial therapists. This webinar is perfect for advisors aiming to add value to their client relationships with innovative tips and tools for sound money management techniques.
*CE/CPE Eligible: 1 CE credit is available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1 CPE credit.
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.