Financial Inclusion Essentials

Learn how to build the financial well-being of people with disabilities.

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Financial Inclusion Essentials will help you:

Debunk myths and stereotypes

Navigating favorable tax credits and services

Understand employment resources for people with disabilities

Understand money management rights and resources

Understand ABLE Accounts

Provide education on major acquisitions

Course participants have access to Essentials courses for 12 months from their date of registration.

A self-paced online course for financial counselors, financial coaches, disability service providers, and others who want to learn more about building the financial well-being of people with disabilities.

Financial Inclusion Essentials

Program Cost: $359*

*Special pricing available for groups of 10 or more.
** AFCPE Members save 10%. Become a Member.

  • Course is pre-approved for 10 CEUs and satisfies the ethics/standards of practice requirement for AFC® certified professionals.
  • Course is also pre-approved for 5 CEs for CERTIFIED FINANCIAL PLANNER (CFP®) Certified Professionals.

AFCPE®‘s Refund & Transfer Policy 

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This approximately 10-hour self-paced, online course was developed in partnership with National Disability Institute (NDI). The mission of National Disability Institute is to build a better financial future for people with disabilities and their families.

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