Upcoming Events
BONUS WEBINAR FOR FINANCIAL COACHES & COUNSELORS -- REGISTER HERE
Lunch & Learn: Influencing Financial Decisions with Behavioral Science
Thursday, May 8: 12:00 - 1:30pm CT
Join us for this engaging discussion and gain valuable tools to enhance your financial coaching practice! Learn how you can leverage behavioral science principles to better understand the factors shaping financial decisions. Explore the internal and external influences that drive behavior and how to use this knowledge to foster meaningful conversations that align with clients’ real-life situations.
This webinar can also count toward the five webinars required for the Cultural Humility in Financial Services Certificate. If you are unable to attend all five sessions in the Practicing Financial Wellness series, this webinar can be used as your fifth required session to complete the certification.
February 18: Cultural Humility
Dive into the transformative practice of cultural humility in financial services. Deepen your understanding and elevate your approach to serving diverse communities.
Resources:
February 25: Cultural Humility, Debt Management &
Financial Trauma
Explore the complex relationships between culture and financial behaviors. Resources:
March 18: Cultural Humility, Saving & Investing
Understand how history and culture can affect saving and investing. Learn investing principles and how to apply that knowledge when working with clients. Resources:
April 1: Cultural Humility & Credit
Gain actionable insights to build and repair credit while understanding the cultural and systemic factors impacting credit scores. Resources:
April 15: What You & Your Clients Need to Know about Car Buying
Advance Your Impact:
2025 RAISE Texas Cultural Humility in Financial Services Certificate
Boost your career, enhance your financial knowledge, and receive the RAISE Texas Cultural Humility in Financial Services Certificate to add to your resume.
It is FREE and as easy as 1-2-3:
1. Attend 5 of the 6 sessions in the webinar series Practicing Financial Wellness through a Cultural Lens in Spring 2025.
2. Complete the short survey at the end of each training.
3. Be a current member of RAISE Texas by the completion of 5 webinars. Join here. Have membership questions? Contact Charlene Hurst.
*Must be logged in for at least 90% of each live virtual event and participate in the Q&A or make a comment in the chat to receive attendance credit.
