Join us for "Mastering Holiday Blindspots," an essential continuing education course designed exclusively for financial professionals. In the dynamic landscape of personal finance, holiday spending often poses significant challenges for both clients and the counselors/coaches that work with them. This course has been meticulously crafted to empower financial professionals with the expertise to guide clients through the intricate web of holiday expenditures, shedding light on blindspots that traditional budgets often overlook.
Learning Objectives:
Attendees will be able to identify and analyze hidden holiday expenses making is possible to see the impact of overlooked financial expenses
Participants will be able to apply behavioral economics to holiday financial planning implementing practical strategies to guide clients on making informed and rational financial choices
Attendees will understand how to create personalized holiday spending plans for their clients that strike a balance between festive enjoyment and long0-term financial stability
This class is approved by AFCPE for .5 continuing education and experience hours. Complete this form for CEU or experience hour credit www.surveymonk...
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