It's Not Too Late To Earn The Certified Financial Counselor™ Certificate By September 29

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Even if you missed the first classes of the Certified Financial Counselor™ course and certification program, you can still catch-up and earn the certification and digital badge by September 29, 2021.

 

The first class is free to try even if you are not a member of A4A ($120/year).

 

A4A members can log in and receive CFP Board and IWI CE credit 24/7 for the first five classes. Successfully completing the quizzes after each class earns CFP Board and IWI CE credit.

 

If you are CPA, you will only receive CPE credit on the live classes, but you can still earn the Certified Financial Counselor designation by replaying the courses and passing the quiz that follows each class.   

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BECOME A CERTIFIED FINANCIAL COUNSELOR  

1.  Financial Counseling Introduction And Overview

2.  Trust, The Foundation of Relationships

3.  Fear and Anxiety; Investor Emotions, Part 1

4.  Anger, Grief, And Greed; Investor Emotions, Part 2

5.  Counseling Strategies And Techniques

6.  Investor Identity

7.  Introduction To Investor Personality Theory
8.  The Four Factors Of Investor Personality Play

9.   Applying Financial Psychology In Current Conditions

10. Mental Health Issues

11. Working With Couples And Families

12. Review and Implementation

 

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