Listening, Processing and Understanding: Working More Effectively with Clients in Personal Finance

About This Series

VLE1: Understanding Your Client’s Relationship With Money

Understanding Your Client's Relationship with Money promo image. woman and man discussing information displayed on table computer, phone, and laptop computer at a table outside

June 5, 2018 @ 10:00 am - 11:30 am CDT

About this event This archived webinar no longer qualifies for CEU credits. This webinar will begin ...

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VLE 2: Empathy & Ethics in Personal Finance

June 6, 2018 @ 10:00 am - 12:00 pm CDT

About this event This 2-hour session is the second in a 3-day Virtual Learning Event hosted by OneOp...

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VLE 3: Communication Essentials for Financial Professionals

Communication Essentials for Financial Professionals promotional image

June 7, 2018 @ 11:00 am - 12:30 pm CDT

About this event This archived webinar no longer qualifies for CEU credits. Have you ever wondered w...

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VLE: Capstone Discussion: 2018 Personal Finance Virtual Learning Event

"That's a Wrap! Join us to discuss your thoughts, insights and questions from the 3-day Virtual Learning Event."

June 7, 2018 @ 12:00 pm - 12:30 pm CDT

About this event This event is the capstone discussion a 3-day Virtual Learning Event hosted by On...

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All Listening Processing and Understanding: Working More Effectively with Clients in Personal Finance

Webinar Recap| 2018 Personal Finance Virtual Learning Event

During the month of December, the Personal Finance team will take a look back at some of the wonderful webinars and programming we've presented this year, in order to give you a chance to watch the recordings and experience these events on your own time. The Personal Finance Virtual Learning…

Resources Shared During the Personal Finance Virtual Learning Event

Last week's Personal Finance Virtual Learning Event was a wonderful experience with so many great resources and experiences shared during each of the webinars. If you missed the it, the 3-day learning event was focused around the ways we can listen, understand and process the information our clients give us…

2018 Personal Finance Virtual Learning Event

Join us for a 3-day Virtual Learning Event focusing on the soft skills financial counselors and educators need to work effectively with clients and students. https://www.youtube.com/watch?v=BtJlcgHby4c&feature=youtu.be Topics Understanding Your Client’s Relationship with Money with Dr. Barbara O’Neill Empathy & Ethics in Personal Finance with Dr. Michael Gutter. Communication Essentials for Financial…