Training Format
-Free, convenient web based weekly training
(internet and phone required simultaneously)
-Three two-hour sessions
Participants Receive
-Education and resource material
-Factsheets and worksheets for use with clients
-Continuing education credits upon completion of program*
Comprehensive CD-
A full overview of the money 1 to 1 program with easy access to information, printable worksheets, references and more.
Online Training
Attend a series of 6 online classes (webinars) and you'll be up to speed on all the most effective ways to help your clients with money matters.
Client Worksheets
Designed to help you and your clients be honest and pro-active in resolving money issues.
Client Take-Aways
Six major topics that you will have studied in your webinar series...now in a take-away format for your clients. Display is included.
Resource Guide
A great reference for all of the latest ways to discuss delicate money matters, references for other publications and discussion points.
