Join us for an enlightening webinar designed exclusively for financial advisors eager to enhance their practice by integrating financial therapy. Financial therapy is an emerging field that combines emotional support with financial planning, addressing the psychological and behavioral aspects of financial decision-making. This comprehensive session will provide a clear understanding of what financial therapy is, its critical role in holistic financial planning, and the significant benefits it brings to clients and advisors alike.
Ashley Agnew, President of the Financial Therapy Association, will delve into the fundamentals of financial therapy, exploring how it helps clients manage financial stress, resolve money-related conflicts, and achieve a healthier relationship with their finances. Ashley will discuss practical applications and real-life case studies demonstrating the profound impact of financial therapy on client outcomes.
Ashley will also guide you on how to identify and collaborate with qualified financial therapists. Learn about the key credentials and certifications to look for, such as the Certified Financial Therapist (CFT-I™) designation, and discover effective strategies for integrating their expertise into your practice. By the end of the session, you will be equipped with the knowledge and tools to enhance your client relationships, improve financial well-being, and elevate your advisory services.
*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.