Loading Events

« All Events

  • This event has passed.

VLE 3: Communication Essentials for Financial Professionals

Thu June 7, 2018: 12:00 pm-1:30 pm EDT


Event Navigation

Communication Essentials for Financial Professionals promotional image

About this event

Have you ever wondered why some participants in educational seminars, counseling sessions, and events fail to take action on suggestions and recommendations? It may be that the way in which information is presented and communicated fails to match the unique needs of individuals. In this webinar, you will learn how to apply a variety of communication and counseling techniques to your work with military families and others who may be seeking financial guidance. Outcomes from the webinar include understanding how factors such as body language, voice tone, the use of silence, questing, empathy, and sensitivity in communication can be used to connect with others and lead them to take action.
This webinar is the 3rd in a 3-day Virtual Learning Event hosted by the Military Families Learning Network’s Personal Finance team.


Joseph Goetz, Ph.D., is an Associate Professor in the Department of Financial Planning, Housing and Consumer Economics at the University of Georgia. His research focuses on financial planning behaviors and financial therapy; more specifically, within the context of financial planning, he examines the fiduciary standard of care, investment risk tolerance, and pedagogical techniques.


AFC-credentialed participants can earn 1.5 CEUs. More information about this process is available here. This webinar is approved for 1.5 general CEUs for FinCert Certified Personal Finance Counselors (CPFC).

Event Materials

Post Test for CEUs

Presentation Slides

2 Replies to “VLE 3: Communication Essentials for Financial Professionals”

Leave a Reply

Your email address will not be published.