Financial Therapy Skills 101 Intensive
This Live Virtual training will take place 1x a week for 4 weeks where we will dive into communication skills, self of the planner work, factors that impact a client’s money mindset, understanding how mental health issues such as anxiety impact the planning process, and strategies for working with couples. This is a beginner’s level course with no prior training required. If you are looking to improve your client communication skills and build a better relationship then you won’t want to miss this training.
This course has been approved by the CFP® Board for 9.5 hours of continuing education. Attendees must attend all 4 sessions in order to receive full credit.
Dates for this course are: Tuesdays in August, 2023 (8th 15th 22nd 29th) from 1pm EST to 3:15pm EST
This Live Virtual training will take place 1x a week for 4 weeks where we will dive into communication skills, self of the planner work, factors that impact a client’s money mindset, understanding how mental health issues such as anxiety impact the planning process, and strategies for working with couples. This is a beginner’s level course with no prior training required. If you are looking to improve your client communication skills and build a better relationship then you won’t want to miss this training.
This course has been approved by the CFP® Board for 9.5 hours of continuing education. Attendees must attend all 4 sessions in order to receive full credit.
Dates for this course are: Tuesdays in August, 2023 (8th 15th 22nd 29th) from 1pm EST to 3:15pm EST
This Live Virtual training will take place 1x a week for 4 weeks where we will dive into communication skills, self of the planner work, factors that impact a client’s money mindset, understanding how mental health issues such as anxiety impact the planning process, and strategies for working with couples. This is a beginner’s level course with no prior training required. If you are looking to improve your client communication skills and build a better relationship then you won’t want to miss this training.
This course has been approved by the CFP® Board for 9.5 hours of continuing education. Attendees must attend all 4 sessions in order to receive full credit.
Dates for this course are: Tuesdays in August, 2023 (8th 15th 22nd 29th) from 1pm EST to 3:15pm EST