Educate With Empathy, Impact Financial Change 

Enroll in Diversity, Equity, and Inclusion (DEI) Essentials

Advance crucial knowledge and skills for inclusive and culturally sensitive financial counseling.  

  • Pre-approved for 12 CEUs for AFC® certified professionals
  • Pre-approved for 12 experience hours for AFC® candidates
  • Pre-approved for 2.5 CEs for CFP® certified professionals
  • Satisfies the Ethics/Standards of Practice CEU requirement for AFCs

Program cost: $359*   
*Special pricing available for groups of 10 or more. 

Sign Up for DEI Essentials
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Want to save 10% off DEI Essentials registration? Become an AFCPE Member.

Diversity, Equity, and Inclusion Essentials provides a refreshing take on actionable ways that financial professionals can better serve clients from all walks of life, equipping these professionals with concrete methods to empower individuals from varied backgrounds and enhance organizational diversity. The course offers:

  • An estimated 10-hours of self-paced online learning. 
  • Topics include:
    • Affinity groups and inclusive leadership programs
    • Financial access: past/present racial wealth gaps
    • Gender and finances
    • LGBTQ+ clients and financial considerations
    • Diverse hiring programs
    • Resources for clients with disabilities and their families 
  • Downloadable toolkit: guidance on creating inclusive client surveys, making accessible PowerPoint slides, and more
  • Real-world examples and activities for optimal learning
  • Unrestricted access for 12 months, allowing you maximum flexibility to progress through the training at your own pace
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For financial professionals, social workers, teachers, or anyone passionate about understanding financial inequality, DEI Essentials is an invaluable opportunity to deepen your knowledge and enhance your ability to serve diverse individuals with respect and understanding.

Start Your DEI Path

Enroll in Diversity, Equity, and Inclusion Essentials today to build your knowledge in the field of inclusive financial counseling and to address financial inequality with empathy. 

Take the Course

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