Upcoming Events.


Financial Therapy Skills 101
Dec
15
to Dec 16

Financial Therapy Skills 101

This 8 hour training is geared towards teaching the practitioner researched based therapeutic skills designed to help them understand why clients think, feel, and do money the way they do. Specifically you will learn:

  • How and when to use validation, empathy, and effective questions.

  • Theories of behavioral change

  • Self of the Planner

  • Trauma-informed planning

  • Navigating relational conflict

This course has been approved by the CFP Board for 9.5 hours of continuing education

View Event →
Financial Therapy Skills 101
Nov
14
to Nov 15

Financial Therapy Skills 101

This 8 hour training is geared towards teaching the practitioner researched based therapeutic skills designed to help them understand why clients think, feel, and do money the way they do. Specifically you will learn:

  • How and when to use validation, empathy, and effective questions.

  • Theories of behavioral change

  • Self of the Planner

  • Trauma-informed planning

  • Navigating relational conflict

This course has been approved by the CFP Board for 9.5 hours of continuing education

View Event →
Financial Therapy Skills 101
Oct
6
to Oct 7

Financial Therapy Skills 101

This 8 hour training is geared towards teaching the practitioner researched based therapeutic skills designed to help them understand why clients think, feel, and do money the way they do. Approved for 9.5 hours of continuing education by the CFP Board.

View Event →