Improving Client Relationships and Outcomes through the Inclusive Financial Wellbeing and Empowerment Model

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This program covers two frameworks that Financial Advisors can use in their practice to deepen their client relationships, improve client outcomes, and overcome difficulties in connecting with clients. Using the Inclusive Financial Wellbeing and Empowerment Model

​Learning Objectives

Upon successful completion of this learning activity, you will confidently be able to:​

• Explore the importance of intersectional identity on structural, behavioral, and emotional financial realities.
• Understand the Inclusive Financial Wellbeing & Empowerment Model.
• Identify common threats clients face to achieving financial health.
• Explore tools and techniques to facilitate deepening client communication and problem-solving around common challenges to financial health and wellbeing.

Presenter

Timi Joy Jorgensen, PhD

CFP^® CE Credit

This content is eligible for one hour of CFP^® continuing education (CE) credit.

If you hold the CFP^® mark and would like to receive CFP Board CE credit for this content, please ensure your CFP^® ID number is entered here.

The College’s Professional Recertification Program (PRP)

This content is eligible for one hour of PRP continuing education credit.

To begin, click on the button below. As you move through the content, make sure to mark each page complete by clicking on the appropriate button, and then click Next Lesson at the bottom of each page. Once you complete the entire activity, the progress bar will show 100%.

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