money 1 to 1 was developed by afcpe, a non-profit professional organization promoting improved personal financial managment.

money 1 to 1 is funded by FINRA Foundation, providing investors the resources they need to better understand saving and investing.

Comprehensive CD-

A full over view 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.