Training & Education

All of the trainings and courses are designed to help financial professionals learn about client psychology. From communication strategies, helping clients create change, to assessing money mindset, these trainings are sure to help improve your understanding of the financial psychology side of the client relationship.

 
 

Financial Therapy Skills 101 Intensive

  • This 8 hour live virtual 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:

    • Effective communication strategies

    • Theories of behavioral change

    • Self of the Planner

    • Mental Health and Money Disorders

    • Navigating Couples and Family systems.

  • This course is available for $350 per person.

  • This course has been approved by the CFP Board for 9.5 hours.

 
 

Communication & Strategies for Change

  • This 3 hour live course focuses on how to build and maintain healthy relationships with clients. Specifically you will learn:

    • The psychology behind effective communication.

    • Strategies for change, including Motivational Interviewing.

    • How to repair ruptures if they occur.

  • Cost of this live webinar is $150 per person.

  • This course has been approved by the CFP® Board for 3.5 hours of continuing education.