For financial advisers only. Better conversations can help avoid foreseeable harm. Learn more with the 2024 Consumer Vulnerability in Later Life online training provided by Just with content created by Society of Later Life Advisers. You’ll receive 60 mins CPD on successful completion. https://lnkd.in/e-zzTGNS #FinancialPlanning #JustVC
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Announcement for financial advisers. Vulnerability can take several different forms and it can happen to any of us at any time. Complete the latest Consumer Vulnerability in Later Life online training provided by Just, with content created by Society of Later Life Advisers, to help you refresh your knowledge. It includes practical examples to explore actions and behaviours that support clients in vulnerable circumstances. https://lnkd.in/d7W2pTvh #FinancialPlanning #Paraplanners #JustVC
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🛡️ Protect your school with ParentCheck+ Our powerful batch screening tool helps you identify and guard against potential risks in your customer list, ensuring smooth operations and financial stability. Keep your school community secure and focused on what matters most: education. #RedwoodCollections #RiskManagement #ParentCheckPlus #IndependentSchools
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How can humor transform complex financial topics into engaging learning experiences? Richard Canfield discusses the power of humor in making financial concepts more digestible and appealing. By integrating humor into their presentations, the Cash Compound team effectively bridges the knowledge gap, making intricate financial topics approachable and enjoyable. This method not only attracts a broader audience but also enhances understanding and retention of financial information. Tune in to see how humor can change the way you perceive financial education! Explaining The Infinite Banking Concept To Communities with The Cash Compound https://brnw.ch/21wK7vA #WWBS #RichardCanfield #JaysonLowe #JeremiahDew #JonahDew #BeYourOwnBanker #InfiniteBanking #BankingBrosTips #FinancialLiteracy #WealthBuilding #NelsonNash #RethinkFinance #IBCClarity #FinanceHumor #SimplifyFinance #SimpleBanking #IBCPresentation #HouseFinance #PayItForward #LearnInfiniteBanking #SmartBanking #FinancialEducation
Cash Compound Using Humor to Simplify Finance
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Do you want to learn more about Money Habitudes and financial behavior? Become part of the Money Habitudes community by attending an MH Conversations or a Beyond the Assessment session. Or join the newest addition to our learning line up - Money Habitudes training Intensive - the two-part series that prepares you to work with clients. Plus, earn professional development credits with many of our classes. If you have any questions, leave a comment below or visit our website. https://hubs.li/Q02skznM0 #MoneyHabitudes #FinancialEducation #FinancialPlanning #PersonalFinance #MHConversations #ProfessionalDevelopment
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Do you want to learn more about Money Habitudes and financial behavior? Become part of the Money Habitudes community by attending an MH Conversations or a Beyond the Assessment session. Or join the newest addition to our learning line up - Money Habitudes training Intensive - the two-part series that prepares you to work with clients. Plus, earn professional development credits with many of our classes. If you have any questions, leave a comment below or visit our website. #MoneyHabitudes #FinancialEducation #FinancialPlanning #PersonalFinance #MHConversations #ProfessionalDevelopment
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If your employer provided a value add education session for learning financial literacy? What are some of the topics you would want to learn about during the session? Please participate by sharing in the chat!
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For workforce professionals who would like to offer financial literacy education to their customers, there are many groups that can offer support, including the Federal Deposit Insurance Corporation, the Consumer Financial Protection Bureau, National Disability Institute, and most state cooperative extension services. For an example of a free financial education tool in action, visit: bit.ly/497xJ1e. #FinancialLiteracyAwarenessMonth
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Do you want to learn more about Money Habitudes and financial behavior? Become part of the Money Habitudes community by attending an MH Conversations or a Beyond the Assessment session. Or join the newest addition to our learning line up - Money Habitudes training Intensive - the two-part series that prepares you to work with clients. Plus, earn professional development credits with many of our classes. If you have any questions, leave a comment below or visit our website. https://hubs.li/Q02W8xPm0 #MoneyHabitudes #FinancialEducation #FinancialPlanning #PersonalFinance #MHConversations #ProfessionalDevelopment
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The Seven Stages training enables advisors to help their clients find freedom and financial security, regardless of their economic circumstances, by developing clarity, ease, and a sense of purpose in their relationship with money. If you are curious about what to expect from the course and how to apply our teachings in your financial planning practice, you don't want to miss this Seven Stages Preview hosted by KI Trainers Mary Zimmerman & Scott Frank, CFA, CFP®!
Transform Your Client Relationships By Understanding The Human Dimensions of Money --> Do you want to support your clients' life ambitions? --> Do you want your clients to FOLLOW THROUGH with their financial plans? --> Do you understand your own money stories? Kinder Institute Trainers Mary Zimmerman, CFP®, RLP® & Scott Frank, CFA, CFP®, RLP® offer a 45-minute preview of The Seven Stages of Money Maturity® 2-Day Training that they'll be teaching as part of the XYPNLIVE conference in October. In the training, advisors are taught to recognize the human dimensions of money such as self-sabotaging behavior, inappropriate risk-taking, lack of interest in executing a plan, and goal confusion – and how to address them to create greater agency and meaning in their lives. Friday, September 13, 2024 Online, 10am PDT / 1PM EDT FREE! Register here: https://lnkd.in/e5gPDkN8
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Unlocking financial success isn’t just about desire—it’s about having the right tools and resources to turn ambition into action. At The World Changers, we recognize that changing your finances means changing your world, and that requires both education and access to essential tools. With the TWC Network, premium members not only gain access to top-tier on-demand courses covering a range of financial topics, but also the tools needed to apply that knowledge effectively. Because true power lies not in what you know, but in how you use it. Send me a DM today to discover how you can access this platform and start transforming your finances now.
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#BetterConversations are so important for vulnerable clients, to ensure outcomes that are right for their individual needs. Our training in collaboration with Just Group plc is designed to support advisers in providing a gold standard of advice.