$125.00 USD


The Affirming Advisor™ Program

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

What you'll get:

  • Instructional videos by Dr. Charles Chaffin & Dr. Brad Klontz covering the following modules:

    • Module 1: Expanding Your Client-Centered Mindset for LGBTQIA+ Clients and Allies
    • Module 2: Effective Communication with LGBTQIA+ Clients and Allies
    • Module 3: Planning Considerations with LGBTQIA+ Clients and Allies
  • 1 hour CEU (approved by the CFP Board)

  • Affirming Advisor™ badge upon successful completion (see below)

Satisfaction Guaranteed: If you are not completely satisfied with this program send us an email within 30 days of purchase to relinquish your badge and receive a full refund.

What People Are Saying:

“I happened to have an appointment with a same-sex couple this afternoon. Having just gone through the program so recently gave me more confidence that I would not stumble over words or make them uncomfortable. Prior to this I hadn't even realized that I might have some hesitation.”

“Highly endorse!”

"This is an excellent course!"