Past Events

3Feb
2022

Webinar

Financial Empathy and Inclusive Financial Wellbeing and Empowerment: Powerful Tools for Meaningful Client Relationships

Race, ethnicity, and gender play a significant role in how consumers interact with their own finances, as well as the financial services industry. This webinar will explore:

 

  • the universal and divergent areas of financial wellbeing for eight unique identity groups
  • the role of the planner in empowering individuals to improve their financial well-being through financial empathy
  • the surprising ways financial empathy can foster or derail trust in the planner/client relationship.

Read more »

17Sep
2021

Online Course

Towards Aware and Values-Centered Investing

This class began on Saturday, 9/11; however, registration will remain open until 4:00 pm PT on Friday, 9/17.

This course is designed to help financial planners gain an understanding of investment options and tools that are available to help clients truly align their financial and life plans with their values.

 

Read more »

25Jan
2021

Online Course

Towards Aware and Values-Centered Investing (Jan 2021)

This course is designed to help financial planners gain an understanding of investment options and tools that are available to help clients truly align their financial and life plans with their values.

 

Please note: The course began on Monday, January 18; however, registration is still open!

Read more »

22Oct
2020

Webinar

How Financial Therapy Can Aid in Your Financial Planning Practice

Dr. Megan McCoy will provide an overview of this new field of research and practice, and explain how it can benefit you and your clients. She will also describe a specific approach to financial therapy that she created called Narrative Financial Therapy.  Her presentation will conclude with an exploration of a specific Narrative Financial Therapy Intervention, “the Miracle Question,” and explain how to it can be applied in your client interactions.

Read more »