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Tapping Clients’ Strengths to Create Behavior Change

The Foundation for Financial Planning and the Financial Behavior Keynote Group have partnered together to present a series of webinar talks delving into the topic of financial behavior and wellbeing, and how advisors can use the field’s learnings during pro bono engagements to better connect with and impact their clients.

We hope that both financial advisors and nonprofit leaders can join us for this 60-minute webinar talk, “Tapping Clients’ Strengths to Create Behavior Change” presented by Dr. Kristy Archuleta, Professor at The University of Georgia.

Financial therapy is the integration of emotion, thoughts, behavior, relationships, and its effect on financial and overall well-being. Financial therapists tap into one or more of these areas to help clients make changes to improve individual, couple, and family financial and overall well-being. This presentation introduces basic concepts of financial therapy, including what it is, clients’ money beliefs, 2-3 tools that professionals can implement with their clients, and how to collaborate with a financial therapist.

This webinar is eligible for CFP® and AFC® Continuing Education (CE/CEU) credit. To obtain CE/CEU credit, you must attend at least 50 minutes of this webinar. Reporting instructions are below:

• AFC® professionals should submit their CEU credit request directly to AFCPE.
• CFP® professionals should include their CFP Board ID with their webinar registration below. FFP will report the CE request directly to the CFP Board.

This FFP Webinar Series is presented by BlackRock.

Nov 3, 2022 01:00 PM in Eastern Time (US and Canada)