Have you ever noticed that when clients are going through a major life transition, especially one that involves money, their need for help becomes more immediate? And at the same time, because of the stress and emotion of these situations, in addition to the technical complexities, they may have difficulty being able to move forward. It is in these times that our clients need us most.
Join Sandy Adams, CFP® to get the training and skills you need to help your clients navigate the complexities that come with complicated life transitions. Financial Transition Planning is helping clients with both the technical and emotional side of money by:
- Cultivating deep listening skills.
- Learning what it means to provide a safe space for your clients so they feel protected.
- Helping clients and their families process their thoughts and feelings about this collective event as well as their life events.
- Guiding clients through decision-making.
- Developing a formalized self-care plan and show your clients how to create their own.
*CE/CPE Eligible: 1.0 CE credit is available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1.0 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.
