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Online Courses

Made for
Financial Counselors
Service Professionals
Individuals with Disabilities

Our online courses help you expand your knowledge of financial wellness strategies to help people with disabilities build better financial futures.

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new course
Equity and Inclusion Enrichment Series for Service Providers to Enhance Their DEIA Competence
FREE for a limited time!
3 courses

Explore All Courses

Effective Financial Counseling for People Receiving Social Security Disability Benefits

This course will help financial counselors create more inclusive environments by understanding the complex financial lives of people who receive SSA benefits and their journey to financial stability.

  • 7 modules, Self-paced
  • 7 AFCPE® CEU credits
  • Program cost: $249
Business professionals in office - two young women and a man - one woman is wheelchair user

Financial Inclusion Essentials

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.

  • Developed in partnership with AFCPE®
  • Pre-approved for 10 CEUs for AFCPE® and 5 CEUs for CERTIFIED FINANCIAL PLANNER (CFP®) Certified Professionals
  • Program Cost: $359
A woman who is a wheelchair user seated at a desk with another woman and an open laptop in an office setting

The Changing Face of Benefits – Florida

This course was designed for Florida residents, but the majority of the content focuses on federal rules and is a useful tool for anyone wanting to learn more about SSI and SSDI.

  • 8 modules, Self-Paced
  • The impact of earnings on public benefits and incentives to work
  • Making informed decisions about employment, earning and investment

How to Access Online Courses

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