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

1: Foundations of Financial Planning for Immigrants – Building Security, Overcoming Barriers, and Stepping into Wealth Building

2. Key Tax, Legal, and Asset Protection Considerations for Advising Immigrants on Finances

3. Accessing & Leveraging Banking & Credit Systems for Immigrant Communities

4. Investing and Wealth Building Strategies for Immigrants

5. Income Generation, Business Ownership & Entrepreneurship for Immigrants

6. Best Practices Advising Immigrant Clients & Scaling Your Impact

Take Your Assessment

Fall 2025 Cohort

Teaching Immigrant Clients How to Invest on Their Own

Mental Health Referral Sources

Disclaimers for Financial Coaches