The Immigrant Finance® Certification Program

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KNOW THE LAW: Top Fundamentals of Immigration Law to Know When Advising Immigrant Clients (or Yourself) on Finances (2/9/25)

1: Foundations of Financial Planning for Immigrants – Building Security, Overcoming Barriers, and Stepping into Wealth Building (2/16/25)

2. Key Tax, Legal, and Asset Protection Considerations for Advising Immigrants on Finances (2/23/25)

3. Accessing & Leveraging Banking & Credit Systems for Immigrant Communities (3/2/25)

4. Investing and Wealth Building Strategies for Immigrants (3/16/25)

5. Income Generation, Business Ownership & Entrepreneurship for Immigrants (3/23/25)

6. Best Practices Advising Immigrant Clients & Scaling Your Impact (3/30/25)

Opens in early April 2025

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