7 events found.
Week of Events
May 27, 2022
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CE Credit Workshop Client and Planner Attitudes, Values, Biases
CE Credit Workshop Client and Planner Attitudes, Values, Biases
CFP CE Credit Peer to Peer Workshop - Client and Planner Attitudes, Values, Biases Fighting Inherent Biases to Escalate the Building of Wealth among Women H. 65: Client and planner attitudes, values, biases Description: Entry Level/Introductory This course will focus on CFPs working with women as clients. Money psychology will be discussed, including money beliefs […]
