Financial Advisors Get a Boost in Communication Skills with New Continuing Education Course

Strategic Insights -

Financial advisors often struggle with communicating complex financial information to their clients. To bridge this gap, My Retirement Network is launching a new continuing education (CE) course series called Financial Fluency for Advisors. This course series, featuring 11 CFP Board-approved CE credits, aims to help Certified Financial Planners (CFPs) improve their communication skills and explain complex topics in a clear, human-centered way. The series was created by Melissa Caro, a CFP and founder of My Retirement Network, who developed the program after years of experience in consumer education and advisor strategy.

Key Takeaways:

  • The Financial Fluency for Advisors course series offers 11 CFP Board-approved CE credits across 9 distinct modules.
  • The course tackles topics such as trust-building language, explaining complex topics like Social Security, debt, and Roth conversions, and real-world communication dilemmas.
  • The curriculum includes a two-part ethics module exploring real-world communication dilemmas.
  • The course is not designed to "dumb down" complex information, but to communicate it in a way that clients can understand and act on.
  • The series will be hosted on a modern learning platform with self-paced video lessons, downloadable tools, and real-world scripts.
  • The first modules are expected to go live in June 2025.

Statistics:

  • 11 CFP Board-approved CE credits are offered across 9 distinct modules.
  • The course targets Certified Financial Planners (CFPs) to improve their communication skills.
  • 9 distinct modules will cover various topics, including trust-building language and complex topics like Social Security and debt.
  • The course will explore real-world communication dilemmas in a two-part ethics module.

Sources:

  • My Retirement Network
  • Melissa Caro (CFP)
  • CFP Board (no date)