Confidence in Action + Counseling in Action
Software (Fintech)
Turn what clients learn into action plans that stick.
Complimentary to attend · $50 for the CE certificate · 3 CE hours
From education to transformation
A hands-on morning with the platform that turns financial education into measurable client outcomes.
Live role-play
Work through real counseling scenarios, not slides — see how the conversation and the software work together.
The Counseling in Action software
A guided tour of the fintech platform: the Confidence in Action course, personalized action plans, and measurable outcomes.
Fintech and your standards
Why fintech fluency matters for holding professional standards with clients, and how to keep quality high as tools change.
John M. Lee
Principal, Counseling in Action
John's philosophy is simple: the sharpest counselors keep learning past the exam. He leads this hands-on session on the Confidence in Action course and the Counseling in Action software, showing how to turn knowledge into action plans and measurable client progress.
Earn 3 continuing education hours
Complimentary to attend. Add the $50 CE certificate to count these 3 hours toward the 16 required for NACCC renewal.
Join us Wednesday morning
September 30, 9 AM–12 PM ET, in person or virtual. Complimentary to attend.
Register now