Online Courses

Financial Counseling: Serving Clients with Disabilities

This Continuing Education course equips financial counselors with the tools and resources to better serve clients with disabilities and their families.

Financial Counseling for Servicemembers

Providing effective financial counseling for servicemembers means knowing the ins and outs of military compensation and the touchpoints in a military member’s career.

Diversity, Equity, and Inclusion for Financial Professionals

From generational wealth to estate planning, this course prepares financial professionals to serve a diversity of clients.