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About the course

Use this to describe your product. Speak directly to your audience, address their challenges, and show them how your product provides a solution to their problems. Consider what might be holding your target audience back, and tackle those potential concerns upfront. Make sure you clearly state the practical benefits your audience will gain from your product. Share a glimpse of your expertise or the special approach that sets your product apart from the rest. Don’t forget to add a clear and simple call-to-action so that your audience knows exactly how and where to sign up!

Your Name

Introduce yourself to your audience. How did you become an expert in your field? What challenges did you face on your way to success? How did you overcome them? Why are you excited to share your knowledge? What is your biggest goal with regards to teaching?

Curriculum

6 Chapters · 32 Lessons

  1. 1
    1. (Included in full purchase)

      0.1 START HERE COURSE OVERVIEW

    2. (Included in full purchase)

      0.2 Welcome, CE Instructions, and Course Orientation

    3. (Included in full purchase)

      0.3 Learner Acknowledgement

  2. 2
    1. (Included in full purchase)

      1.1 The Impact of Trauma and Grief

    2. (Included in full purchase)

      1.2 Financial Planning Application: When Trauma Shapes Financial Decision-Making

    3. (Included in full purchase)

      1.3 Financial Planning Application: Cognitive Overload and Office Behavior

    4. (Included in full purchase)

      1.4 Activity: Assumption Check - Maria

    5. (Included in full purchase)

      1.5 Debrief: Assumption Check: Maria

    6. (Included in full purchase)

      1.6 Activity: Scenario Practice — Denise

    7. (Included in full purchase)

      1.7 Debrief: Scenario Practice - Denise

    8. (Included in full purchase)

      1.8 Downloadable Resource: Trauma-Informed Financial Planning Meeting Checklist

  3. 3
    1. (Included in full purchase)

      2.1 Navigating Secondary Impact

    2. (Included in full purchase)

      2.2 Financial Planning Application: Secondary Trauma in Financial Planning Work

    3. (Included in full purchase)

      2.3 Professional Reasoning Exercise: Andrea

    4. (Included in full purchase)

      2.4 Professional Reasoning Exercise Debrief: Andrea

    5. (Included in full purchase)

      2.5 Downloadable Resource: Planner Self-Check for Secondary Impact

  4. 4
    1. (Included in full purchase)

      3.1 Practicing Healthy Trauma-Informed Support

    2. (Included in full purchase)

      3.2 Financial Planning Application: Trauma-Informed Support in Planning Conversations

    3. (Included in full purchase)

      3.3 Financial Planning Application: Communication Tools That Reduce Overwhelm

    4. (Included in full purchase)

      3.4 Financial Planning Application: Widow-Centered Decision-Pacing

    5. (Included in full purchase)

      3.5 Downloadable Resource: Widow-Centered Decision-Pacing Questions

    6. (Included in full purchase)

      3.6 Activity: Applied Client Conversation

    7. (Included in full purchase)

      3.7 Debrief: Applied Client Conversation

    8. (Included in full purchase)

      3.8 Downloadable Resource: Client Conversation Language Guide

  5. 5
    1. (Included in full purchase)

      4.1 Supporting Yourself as a Professional

    2. (Included in full purchase)

      4.2 Financial Planning Application: Staying Within Scope Without Stepping Away

    3. (Included in full purchase)

      4.3 Financial Planning Application: Professional Sustainability and Boundaries

    4. (Included in full purchase)

      4.4 Activity: Scope and Referral Practice

    5. (Included in full purchase)

      4.5 Debrief: Scope and Referral Practice

    6. (Included in full purchase)

      4.6 Downloadable Resource: Scope and Referral Support Language

    7. (Included in full purchase)

      4.7 Downloadable Resource: Urgent vs. Deferrable Decisions Worksheet

  6. 6
    1. (Included in full purchase)

      5.1 Practice Summary and Transition to Final Assessment

What people are saying

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Text-only testimonials are quick to scan and can highlight the value of your product at a glance.
Jessica L.

Las Vegas, NV

The combination of text and imagery make the testimonial feel more personal and credible.
Ashley T.

Working mom

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Finally, a handbook that makes photography feel simple! It covers everything from camera settings to post-processing in a way that actually makes sense.
Anna W.

Amateur photographer

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