Financial Empathy and Inclusive Financial Wellbeing and Empowerment: Powerful Tools for Meaningful Client Relationships
February 3 | 11:00 am – 12:00 pm PT / 2:00 pm – 3:00 pm ET
Money Quotient University is excited to welcome Timi Joy Jorgensen, Ph.D., and Michael G. Thomas, Jr., Ph.D., AFC® for this special presentation.
Race, ethnicity, and gender play a significant role in how consumers interact with their finances and the financial services industry. This webinar will explore the universal and divergent areas of financial wellbeing for eight unique identity groups. We will examine financial wellbeing across the dimensions of access to financial services, financial actions, and affect or attitudes about one’s financial situation.
1.0 CFP CE – pending CFP Board acceptance
Fee:
- $35.00 for MQ Partners
- $50.00 for Others