This certification workshop is about how we can help clients improve their financial planning.

One challenge is that clients are often hesitant to work with numbers. However, the real issue is how to use numbers to inform decisions.

That's why we need to use budgets to make decisions about how to increase revenue and reduce costs. 

In this Continuing Education Workshop, you will learn how to:

• Create a simple budget together with your clients.

• Gain a comprehensive understanding of the numbers.

• Make informed decisions about revenue and costs.