The LifeValues Quiz: Revealing What is Behind Financial Decisions

The LifeValues Quiz is a free resource for financial educators, counselors or advisors to use with their adult learners. Designed to reveal the underlying values that drive financial decisions, the tool makes an impactful conversation starter and provides insight to help adults understand their money behaviors.

Showcased at the 2019 Association for Financial Counseling & Planning Education (AFCPE) Symposium, the LifeValues Quiz presentation received the Practitioner Forum Award.




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