5May
2022
2022
Meet the Author: Janine Firpo
Join us for a discussion with Janine Firpo, author of Activate Your Money: Invest to Grow Your Wealth and Build a Better World (2021).
Past Events
5Mar
2022
2022
Facilitating Positive Change in Your Clients’ Financial Lives
This four-session online course is designed to provide a framework for understanding how your client’s “two brains” have different needs. We will be using the book Switch: How To Change Things When Change Is Hard as our text book. Approved for 10 CFP® CE credits.
3Feb
2022
2022
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.
17Sep
2021
2021
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.
22May
2021
2021
Using More Beautiful Questions to Unlock Breakthrough Changes for Your Clients and Yourself
Would you like to experience meaningful conversations with your clients on a more consistent basis? Would you like to support and facilitate positive change in their lives?
Explore the simple art of asking beautiful questions that can reveal deeper truths and unexpected wisdom!
25Jan
2021
2021
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!
22Oct
2020
2020
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.
14Sep
2020
2020
Facilitating Positive Change in Your Clients’ Financial Lives
This four-session online course is designed to provide a framework for understanding how your client’s “two brains” have different needs. We will be using the book Switch: How To Change Things When Change Is Hard as our text book. Approved for 10 CFP® CE credits.
15Jul
2020
2020
Exploring the Connection Between Self-Regulation, Financial Self-Efficacy, and Financial Behaviors
Dr. Lance Palmer will discuss a study that explores the relationship between self-control (or self-regulation) and financial self-efficacy, and how these two constructs interact and potentially influence financial management behaviors.