This course focuses on the main elements of financial education and will help accounting and finance professionals guide their clients, and their clients’ children, through a personalized teaching roadmap. Clients with wealth face questions about how to teach their children about money to raise financially capable children.
DESIGNED FOR
Accounting and finance professionals who want to help clients better prepare the next generation
BENEFITS
- Understand the importance of financially capable children
- Be familiar with the basic elements of financial education
- Be able to deal with the most common questions and answers
- Recognize how to build a stronger relationship with clients
HIGHLIGHTS
- Discussion of the importance of a financial education for the next generation
- Understanding a client’s financial values
- Determining a client’s financial literacy
- Helping clients develop a teaching roadmap
- Using knowledge to protect against entitlement
- Developing a knowledge base for the information, including a full list of recommended books on the topic and games for families to play
- Discussion of specific topics, including tips and tricks related to:
- Allowances
- Earning, work, and entrepreneurship
- Spending, saving, and investing
- Philanthropy
- Taxes
- Credit cards
COURSE LEVEL
Basic
ADVANCE PREPARATION
None