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:

  1. Understand the philosophy and framework of wellness
  2. Recognize financial wellness as a dimension of wellness.
  3. Become familiar with the facets of financial wellness.
  4. 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.