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Helping Your Clients Manage Their Credit History and Score
Course Information
Content Level: Foundational
NAPFA Subject Area: A-Financial Planning Process
Course Description
Credit history and credit score can affect many areas of your clients' lives, beyond just whether they can borrow money and at what rate. When you're working with pro bono clients - or any client - it pays to understand the impact of decisions you might recommend, such as cancelling a credit card, paying off a debt, or having too much debt. After numerous data breaches, identity theft is also a major concern. By attending this webinar, you will learn about the latest laws so that you can guide your clients toward the proper use of fraud alerts, credit freezes, and locks.
Karen Chan
Availability: On-Demand
Expires on Oct 14, 2022
Cost: FREE
Credit Offered:
1 NAPFA CE Credit
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