Skip Navigation Links
Home
My Courses
My Education History
Calendar
Self-Report CE
Getting Started
FAQs
NAPFA.org
Menu
Home
My Courses
My Education History
Calendar
Self-Report CE
Getting Started
FAQs
NAPFA.org
Hamburger Menu
Catalog
Calendar
Getting Started
Catalog
Cultural Competencies for Planners who Serve Diver ...
Cultural Competencies for Planners who Serve Diverse Clients/Communities
Course Information
Content Level: Foundational to Intermediate
NAPFA Subject Area: J-Communications
Course Description
This session will discuss cultural competencies that may be important for financial planners who serve diverse communities. The topics discussed will include what cultural competencies are and why they are important to your practice and your clients. This session will give you guidance on skills that you can develop and practice to effectively communicate with those who might share a different culture than your own. Mastering cultural competencies can be a win-win for both you and your clients!
Learning Objectives
Understand what cultural competencies are and why they matter to their financial planning practice.
Discover the advantages of mastering cultural competencies and the disadvantage of not mastering them.
Learn how to apply newly acquired information to help them effectively communicate with clients in their practice who share a different culture their own.
Speaker
Dr. Miranda Reiter, CFP®
Dr. Miranda Reiter, CFP® is an Assistant Professor at Texas Tech University. Before her career in academia, she founded a financial planning firm focused on women's financial wellbeing and worked as a financial planner and banker at several Fortune 500 firms. Her financial advice has been quoted in popular media outlets such as The BBC, US News, USA Today, and Forbes.
Dr. Reiter has recently received recognition for her work in financial planning including: 2020 Omicron Nu Research Fellowship, 2020 Center for Financial Security Junior Scholar (University of Wisconsin-Madison), 2019 Financial Planning Association (FPA) Best Research Award, 2019 40 Under 40 Award (InvestmentNews), and the 2018 FPA Diversity & Inclusion Scholarship.
Her research interests are race, gender and diversity in financial planning. She has recently published research in the Journal of Financial Planning, the Journal of Financial Therapy and the Family and Consumer Sciences Research Journal.
Summary
Availability:
Retired
Initial Cost:
Member: $39.00
Non-Member: $59.00
Additional Cost:
CFP® CE: $10.00
Credit Offered:
No Credit Offered
Contains:
2 Courses
×
Cultural Competencies for Planners who Serve Diverse Clients/Communities Course List
NAPFA CE
CFP® CE
Create Account
Recommended
Learning Activity Title
Learning Activity Title
Learning Activity Title
The 10 Hardest Questions About Bitcoin, Blockchain and Crypto
Multiple Credits
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Tips & Techniques for Helping Fee-Only Planners Evaluate Rental Property for Clients
1 NAPFA CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Legacy Conversations: With Your Clients, For Yourself
Multiple Credits
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Social Security and Retirement Planning: A Hit or Myth Proposition
Multiple Credits
$39.00 - $59.00
Login
User Login
Continue with Google
OR
Email
Password
Logging In…
Create Account
Forgot Password
×
Please select your language
1
English