Everything you wanted to know about Financial Therapy
Guest Expert: Elana Feinsmith, CFP®, CRPS®, CFT-I®, Oak Financial Coaching
In this webinar, Elana Feinsmith, Certified Financial Therapist-I™ and CFP®, educated listeners on 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 watch this session. The session included several case studies to illustrate how Financial Therapy can help you help your clients.
Please note: Quiz is for informational purposes only. It is not eligible for Continuing Education (CE) credit. Please click here if you would like to view our CE-eligible self-study courses.
Everything you wanted to know about Financial Therapy 09-11-2024
Comments
A few comments from listeners when they were asked what the learned from the webinar:
The distinction Elana made between the Financial Therapist with the CFP background vs. the LMFT background was good.
- Kristin R.
Techniques for talking to clients about emotions around money.
- Elise N.
This was interesting in terms of the analysis tools we could see and defining the difference between financial therapy and therapy. I have never been able to move anyone past their core beliefs even when it was clear their own actions / beliefs were not productive or helpful. I appreciate the skill and willingness to try to help. Thank you.
- Cinda J.
The differences between financial therapy and financial planning.
- Emily M.
The distinction Elana made between the Financial Therapist with the CFP background vs. the LMFT background was good.
- Kristin R.
Techniques for talking to clients about emotions around money.
- Elise N.
This was interesting in terms of the analysis tools we could see and defining the difference between financial therapy and therapy. I have never been able to move anyone past their core beliefs even when it was clear their own actions / beliefs were not productive or helpful. I appreciate the skill and willingness to try to help. Thank you.
- Cinda J.
The differences between financial therapy and financial planning.
- Emily M.
Attendees Comments:
The distinction Elana made between the Financial Therapist with the CFP background vs. the LMFT background was good.
- Kristin R.
Techniques for talking to clients about emotions around money.
- Elise N.
This was interesting in terms of the analysis tools we could see and defining the difference between financial therapy and therapy. I have never been able to move anyone past their core beliefs even when it was clear their own actions / beliefs were not productive or helpful. I appreciate the skill and willingness to try to help. Thank you.
- Cinda J.
The differences between financial therapy and financial planning.
- Emily M.