Elana Feinsmith, Certified Financial Therapist-I™ and CFP®, will educate you what Financial Therapy is and how Financial Therapy can help your clients have better outcomes. If you have ever had clients not follow through on their financial plans, overspend, fight about money with their partner, avoid money topics, or feel generally unsatisfied with their financial situation, you will want to attend this session. The session includes several case studies to illustrate how Financial Therapy can help you help your clients.
Attendees will:
- Understand the importance of Financial Therapy
- Learn to distinguish between myths and facts about Financial Therapy
- Learn the typical process and protocols of Financial Therapy
*CE/CPE Eligible: 1 CE credit is available to attendees with these designations: CFP, CLU, ChFC and RICP. CPA attendees will earn 1 CPE credit.
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: www.nasbaregistry.org.
