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Using Financial Counseling Skills to Better Serve Pro Bono Clients

Using Financial Counseling Skills to Better Serve Pro Bono Clients

830 526 FFP

RECORDED WEBINAR

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.

Presenters:

  • Ryan Law, AFC®, CFP® and
  • Brandy Baxter, AFC®, FFC®

Resources: