Online Courses
As project lead and sole instructional designer, I directed the development of the following courses — managing timelines, coordinating with SMEs/stakeholders across five time zones, and earning high participant ratings. Course content is proprietary.
Financial Counseling: Serving Clients with Disabilities
This Continuing Education course equips financial counselors with the tools and resources to better serve clients with disabilities and their families.
Financial Counseling for Servicemembers
Providing effective financial counseling for servicemembers means knowing the ins and outs of military compensation and the touchpoints in a military member’s career.
Diversity, Equity, and Inclusion for Financial Professionals
From generational wealth to estate planning, this course prepares financial professionals to serve a diversity of clients.