Book Study Continuing Education Program

Learn. Grow. Connect. Earn CEUs.

Join thousands of financial professionals who have earned over 14,000 CEUs through Coaching Capability’s award-winning Book Study program—named 2021 Outstanding Education Program of the Year by AFCPE®.

This program combines personal development and professional education in a dynamic, discussion-based format. You’ll read powerful books then engage in thought-provoking small group conversations with peers from across the financial industry.

Book Study Program with Andi Wrenn

What makes it different?

  • Weekly 30-minute virtual meetings or in-person sessions

  • Small, rotating breakout groups for deep, diverse discussion

  • Organized, manageable reading schedule (about 6 pages/day)

  • Multiple-choice and short-answer reflections

  • Many earn 8 CEUs (AFC®, CFP®, ChFC®) or 22-25 hours for AFC® Candidates

Your time is respected. Your voice is heard. Your learning is enriched.

Participants consistently share how energizing and inspiring the sessions are:

  • “Different people bring different perspectives. I learned so much!”


  • “Well-organized, engaging, and the reading load is doable for working professionals.”

  • “I tell every financial professional I know that they need to take one of Andi's book studies!”

Whether you’re renewing your certification or growing your skills, this program helps you become a better, more thoughtful financial professional—one chapter at a time.

"Atomic Habits" by James Clear

Examples of book study programs:

'Be Good with Money'.

Be Good With Money by Michelle Arpin Begina

4 CEUs

'Predictably Irrational' by Dan Ariely

Predictably Irrational by Dan Ariely

8 CEUs

'Nudge: The Final Edition' by Richard H. Thaler and Cass R. Sunstein.

Nudge: The Final Edition by Richard Thaler and Cass Sunstein

8 CEUs

'The Soul of Wealth' by Daniel Crosby.

The Soul of Wealth by Daniel Crosby

8 CEUs

👉 Ready to join the next session?

Atomic Habits by James Clear

8 CEUs

'Psychology of Financial Planning' by Brad Klontz, Charles Chaffin, and Ted Klontz

Psychology of Financial Planning by Klontz, Chaffin, Klontz

9 CEUs

The Soul of Wealth is beginning the week of November 10th for six weeks.

Register Here

The Psychology of Money or The Soul of Wealth
AFCPE Pre-Symposium

November 18, 9 am - 12 pm
Scottsdale, AZ

Register Here

'The Psychology of Money' by Morgan Housel

The Psychology of Money by Morgan Housel

8 CEUs

'Conversations with your Financial Therapist' by Erika Wasserman, CFT

Conversations With Your Financial Therapist by Erika Wasserman

7 CEUs