Working with Financial Advisors

A one-hour awareness session that provides practical takeaways in a flexible timeframe
  • 1 Hour
  • Seminar (Specialized)
  • General Audience


It’s important to have a good understanding of your personal finances, but you may come to a point where you would like to benefit from the experience and knowledge of a financial professional. This course will outline what to consider and what questions to ask so that you can find a professional that can work with you on complex financial areas.


A 1-hour instructor led training session that combines lecture elements with a variety of engaging elements like Q&A, group discussion, as well as polling and chat functionality when delivered virtually