Cultural Competencies for Planners who Serve Diverse Clients/Communities

Cultural Competencies for Planners who Serve Diverse Clients/Communities

This session will discuss cultural competencies that may be important for financial planners who serve diverse communities. The topics discussed will include what cultural competencies are and why they are important to your practice and your clients. This session will give you guidance on skills that you can develop and practice to effectively communicate with those who might share a different culture than your own. Mastering cultural competencies can be a win-win for both you and your clients!