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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

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November 14

Financial Therapy Skills 101