Affirming Advisor™ Program

Creating safe places for the LGBTQIA+ community and allies to find affirming advisors who can help them achieve their financial goals.

Program Launch: June 2023! 

Cost: $295

Sign-Up for Early Access!

The Affirming Advisor™:

  1. Recognizes the impact of sexual orientation and gender identity on the financial planning process;
  2. Creates relationships build on openness and respect to better understand the client's experiences and worldview; and 
  3. Practices inclusivity within their firm to help best meet the needs of community members and allies.

The Affirming Advisor™ Program:

Module 1: LGBTQIA+ Clients and Allies 

Learning Objectives: 

The Affirming Advisor(™) will:

  1. Develop a multicultural mindset to optimize their effectiveness in their work with diverse clientele; and
  2. Recognize the unique needs and challenges of the LGBTQIA+ clients and allies.

Module 2: Effective Communication with LGBTQIA+ Clients and Allies 

Learning Objectives:

The Affirming Advisor(™) will:

  1. Create a safe place for LGBTQIA+ clients and allies; and 
  2. Communicate effectively with LGBTQIA+ clients and allies through appropriate verbal, non-verbal, and effective listening strategies. 

Module 3: Planning Considerations with LGBTQIA+ Clients and Allies 

Learning Objectives:

The Affirming Advisor(™) will:

  1. Identify unique financial challenges facing LGBTQIA+ clients and allies; and 
  2. Offer financial planning recommendations specific to the unique needs facing LGBTQIA+ clients and allies.

WHAT'S INCLUDED:

3 CEUs 

Online & On-Demand

Website Listing

Digital Badge/Certificate