Continuing Education for Financial Advisors
Financial Wellness: Framework, Philosophy & Approach to Personal Finance Program
1 Continuing Education Hour
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The Financial Wellness program introduces the wellness philosophy and framework to financial advisors. Participants of the program will learn what financial wellness is and how financial wellness can be a useful tool when working with clients.
This continuing education program is designed to help you:
- Understand the philosophy and framework of wellness
- Recognize financial wellness as a dimension of wellness.
- Become familiar with the facets of financial wellness.
- Gain an understanding of how to effectively utilize financial wellness in client services.
Please contact us about scheduling the Financial Wellness program as your location.