Education & Certification
A more caregiver-aware financial services community starts with education.
The Wealth & Caregiving education initiative is designed for individuals, financial coaches, advisors, credit unions and other partners.
The Wealth & Caregiving education initiative is designed for individuals, financial coaches, advisors, credit unions and other partners who want to understand caregiving's impact on financial decisions and long-term well-being. A formal certification pathway is proposed and remains in development; no accreditation or continuing-education approval should be implied.
Caregivers & Families
Practical financial and personal education for individuals navigating caregiving responsibilities and their families.
Credit Union Staff
Frontline training to recognize caregiving as a financial-wellness issue and respond with appropriate member support.
Financial Advisors & Coaches
Curriculum to understand caregiving's impact on financial decisions, retirement planning and long-term well-being.
Partner Organizations & Employers
Education for community organizations, employers and other partners who serve caregivers in their professional roles.
Proposed Certification
Proposed Wealth & Caregiving Certification
A formal certification pathway is proposed and in development, created with qualified subject-matter experts. This certification is designed to recognize professionals who have demonstrated knowledge of caregiving's financial, emotional and practical dimensions.
Certification pathway proposed — in development. No accreditation or continuing-education approval implied.
Express Interest in Education & Certification