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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)

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Speakers

Dr. Kristy Archuleta
Dr. Kristy Archuleta is an internationally recognized and award-winning Professor in Financial Planning at the University of Georgia, a Licensed Marriage and Family Therapist, and a Certified Financial Therapist-I™. Known for her contributions to the development of financial therapy, she is a co-founder of the Financial Therapy Association, the Journal of Financial Therapy, and the nation’s first academic financial therapy program. She currently serves on the Board of Directors for the National Association of Personal Financial Advisors, the Financial Therapy Association certification committee, and three editorial review boards.