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Through grant funding from the Financial Planning Association, Dr. Megan McCoy and her colleagues explored the relationship between financial anxiety and clients’ trust and commitment to their financial planner. Findings suggest that financial anxiety is an antecedent to trust and commitment. However, we also found an interesting curvilinear relationship where both high and very low financial anxiety has a negative impact on trust and commitment. 

Join Dr. McCoy for a presentation that will describe financial anxiety by differentiating financial anxiety from financial stress. Practitioners will be provided with insights on how to reduce both financial anxiety and stress in themselves and their clients.


*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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