This master class is the first in a series designed to give Estate Planning novices a strong foundation. Read more

The Finseca Foundation Certified Professional Business Coach (CPBC) program certifies leaders in the financial security profession to support their direct reports meet their full potential while developing and focusing on vision, mission, goals, values, and effective business practices. By purchasing this course you are reserving your place in the August 2021 cohort for this designation program. Please mark your calendars for the following required live classroom sessions: Day1: August 16 10am-5pm ET Day 2: August 17 10am-5pm ET Day 3: August 18 10am-5pm ET Day 4: August 19 10am-5pm ET All of the materials you will need, as well as the link to the Zoom classroom, are in this course. If you have any questions or problems, please reach out to learning@finseca.org. Click the "Start" button in the upper right hand corner of the screen to access the materials you will need for Day 1 of your program.  Read more

The Finseca Foundation Certified Professional Business Coach (CPBC) program certifies leaders in the financial security profession to support their direct reports meet their full potential while developing and focusing on vision, mission, goals, values, and effective business practices. By purchasing this course you are reserving your place in the July 2021 cohort for this designation program. Please mark your calendars for the following required live classroom sessions: Day1: July 19 10am-5pm ET Day 2: July 20 10am-5pm ET Day 3: July 21 10am-5pm ET Day 4: July 22 10am-5pm ET All of the materials you will need, as well as the link to the Zoom classroom, are in this course. If you have any questions or problems, please reach out to learning@finseca.org. Click the "Start" button in the upper right hand corner of the screen to access the materials you will need for Day 1 of your program.  Read more

The Finseca Foundation Certified Professional Business Coach (CPBC) program certifies leaders in the financial security profession to support their direct reports meet their full potential while developing and focusing on vision, mission, goals, values, and effective business practices. By purchasing this course you are reserving your place in the June 2021 cohort for this designation program. Please mark your calendars for the following required live classroom sessions: Day1: June 21 10am-5pm ET Day 2: June 22 10am-5pm ET Day 3: June 23 10am-5pm ET Day 4: June 24 10am-5pm ET All of the materials you will need, as well as the link to the Zoom classroom, are in this course. If you have any questions or problems, please reach out to learning@finseca.org. Click the "Start" button in the upper right hand corner of the screen to access the materials you will need for Day 1 of your program.  Read more