Affirming Advisor™ Program
Creating safe places for the LGBTQIA+ community and allies to find affirming advisors who can help them achieve their financial goals.
The Affirming Advisor™:
- Recognizes the impact of sexual orientation and gender identity on the financial planning process;
- Creates relationships build on openness and respect to better understand the client's experiences and worldview; and
- 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:
- Develop a client-centered mindset to optimize their effectiveness in their work with all clients; and
- 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:
- Create a safe place for LGBTQIA+ clients and allies; and
- 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:
- Identify unique financial challenges facing LGBTQIA+ clients and allies; and
- Offer financial planning recommendations specific to the unique needs facing LGBTQIA+ clients and allies.