Play Video

Cultural Competencies for Planners who Serve Diverse Clients & Communities

This session will discuss cultural competencies that may be important for financial planners who serve diverse communities.
Picture of Miranda Reiter

Miranda Reiter

Want to take this course?

Begin your financial journey and join Pro-Hub

Our experts have spent years learning about financial information that can benefit you the most. We want your learning experience to be as lucrative as possible so click join now, and reap the benefits of all our instructors experiences.

Current Status
Not Enrolled
Price
$39.00
Get Started

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:

After completing this webinar, financial planners will be able to:

  1. Understand what cultural competencies are and why they matter to their financial planning practice.
  2. Discover the advantages of mastering cultural competencies and the disadvantage of not mastering them.
  3. Learn how to apply newly acquired information to help them effectively communicate with clients in their practice who share a different culture their own.

Other Courses

Add Your Heading Text Here

Testimonials

Add Your Heading Text Here

Senior African American Man Using Laptop To Check Finances At Home
finance
Working on their finance together betters their finance
Portrait of confident african american female advisor at office

Pro-Hub

Pro-Hub Membership for financial professionals offers exclusive access to expert-led classes, cutting-edge insights, and unparalleled courses. Elevate your skills, stay ahead in the dynamic financial landscape, and gain a competitive edge for success in your career.