Best practices in assisting individuals and families facing financial challenges and increasing levels of capability; minimizing sub-optimal financial decisions; proactive debt/credit management and credit score planning; communication skills and development of planner-client working alliance; recent advances in behavioral economics/neuroeconomics and their importance in the financial planning and counseling process.

Best practices in assisting individuals and families facing financial challenges and increasing levels of capability; minimizing sub-optimal financial decisions; proactive debt/credit management and credit score planning; communication skills and development of planner-client working alliance; recent advances in behavioral economics/neuroeconomics and their importance in the financial planning and counseling process.