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MTP - Serving Women in Transition

Topic

Psychology of Financial Planning

Program ID

319454

Hours

0.5

Format

Self-Study / Recorded webinar

Complexity

Overview

Description

The Serving Women in Transition self-study program provides financial planners with additional resources and questions to guide women through complex personal and professional transitions. Topics include divorce, empty nest syndrome, widowhood, and entrepreneurship.

Learning Objectives

Upon completion, participants will be equipped to have thoughtful conversations with women about complex personal and professional transitions.