Partner Trainings

Upcoming events

    • 08 Jan 2019
    • 10:00 AM - 11:00 AM
    Register
    Join us for this practitioner training covering how to help your clients use rules of thumbs in their daily lives that can help them create and stick to their budgets!
    • 12 Feb 2019
    • 10:00 AM - 11:00 AM
    • Webinar
    Register

    Learn about the best ways to manage and build credit as well as the latest updates regarding how credit is being reported, tracked and scored. The newest changes could have an impact on your clients and their scores!

    • 12 Mar 2019
    • 10:00 AM - 11:00 AM
    • Webinar
    Register

    Learn how to help your clients protect themselves with this presentation. We will cover identity theft and what steps should be taken should someone become a victim of identity theft.

    • 09 Apr 2019
    • 10:00 AM - 11:00 AM
    • Webinar
    Register

    Money can be a major stressor for the clients we serve. Learn how money can impact relationships and how to help your clients speak with the people in their lives about their money.

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