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Texas Two-Day Live Keys To Success Exam Review



This event has been postponed to an undetermined later date due to the hurricane. Please stay tuned for updates on the new date.

Prepare to pass your exam with confidence by attending our intensive two-day live review in person.Under the expert guidance of our Director of Training, Coretta Herring, you’ll spend an entire day immersed in thorough review sessions, ensuring you’re fully prepared for success. Plus, take your final exam the very next day and achieve your certification!

Click here to Register!

Beyond Basics!
Advanced Curriculum in Financial Counseling & Coaching with an Understanding of the Evolving Profession

September 14th, 2024 – September 18th, 2024


Join us for an immersive and transformative five-day event designed specifically for Credit/ Financial counselors and coaches. This comprehensive program combines certification, professional development, and advanced learning, equipping you with the tools and knowledge to excel in the evolving field of financial counseling. Here’s what to expect:

Day 1: Course Review

Kick off the event with an intensive full-day review of the financial counseling course you’ve been enrolled in. This session will refresh your knowledge and ensure you’re fully prepared for the certification exam.

Day 2: Certification Exam

On the second day, you’ll take the final exam to become a Certified Credit, Financial Health, or Financial Counselor. This crucial milestone will validate your skills and knowledge, setting you on the path to professional excellence.

Days 3-5: Conference and Continuing Education

Dive into a dynamic three-day conference where you’ll earn 16 Continuing Education Units (CEUs) while engaging with industry experts and peers. Each day will feature a series of workshops, keynote speeches, and panel discussions covering a wide array of advanced financial topics, including:

  • Innovative strategies in financial counseling and coaching
  • Latest trends and challenges in personal finance
  • Behavioral finance and client management
  • Debt management and credit improvement
  • Retirement planning and wealth management
  • Technological advancements in financial services
  • Ethical considerations in financial counseling
  • Update on Student Loans

Day 5: Integration and Future Outlook

Conclude the event with a day dedicated to integrating your new knowledge and skills into your practice. Participate in interactive sessions designed to help you apply what you’ve learned, followed by a forward-looking discussion on the future of the financial counseling profession. Network with fellow professionals, share insights, and collaborate on advancing the field together.

Key Highlights:

  • Earn your certification as a Credit, Financial Health, or Financial Counselor
  • Gain 16 CEUs required for maintaining your credentials.
  • Learn from leading professionals in the financial industry.
  • Enhance your skills with advanced curriculum content.
  • Stay ahead of the curve with insights into the evolving profession.

Don’t miss this opportunity to advance your career and make a significant impact on your clients’ financial well-being. Register now for “Beyond Basics! Advanced Curriculum in Financial Counseling and Coaching with an Understanding of the Evolving Profession” and take the next step towards professional excellence.

Click here to Register!