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 July 7th for six weeks.

Register Here

The Psychology of Money is beginning the week of September 8th for six weeks.

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

6 CEUs