Tailored training for groups of professionals ranging from newly-hired front line staff to experienced executive directors on topics that are important to you, like elements of personal finance, how to talk about money with clients, how to keep clients coming back, and the in’s and out’s of managing a financial capability or asset building program.
Training customized for your audience start at $1,200 to $12,000+.
Kimberly is a devoted leader and community builder within the field of financial capability. She is a lifelong learner who is constantly asking questions and spreading others’ discoveries. Since the early 2000’s Kimberly has been committed to fostering the growth and development of financial capability professionals. Contact Kimberly to schedule a consultation.