Using Financial Counseling Skills to Better Serve Pro Bono Clients
CFP® professionals can advise clients on complex financial matters such as financial planning, taxes, and retirement while an advisor with an AFC® designation focuses more on assisting clients with everyday financial challenges and spending habits. This webinar will explore the ways in which AFC-centric skills can complement the CFP® designation, especially in pro bono financial planning, where the advisor is serving low- and moderate- income clients.
- Ryan Law, AFC®, CFP® and
- Brandy Baxter, AFC®, FFC®