Past Events


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!

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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.

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