CE Session: Cultural Competencies for Planners who Serve Diverse Clients/Communities

Miranda Reiter
Diversity, Equity, & Incl..
  • Thu May 04, 2023
  • 03:00 PM (60 mins)
  • About

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!

Approved for 1 CEU for the CFP® and AFC® certifications.

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.