top of page

Continuing Education for Financial Professionals

Improve client outcomes by incorporating tenets of financial psychology into your practice.

Upcoming Webinar!

Facilitating Financial Behavior Change

The quality of a financial professional’s advice is only as valuable as their client’s readiness to take it.  


In this one hour webinar, financial professionals will learn about the psychology of change as it applies to financial behavior. Additionally, participants will have the opportunity to practice simple motivational interviewing techniques, which can support clients in making meaningful behavior changes to meet their personal financial goals.

Learning Objectives

  • List the six stages of behavioral change.

  • Identify which stage of change a client is in when considering a financial behavior change.

  • Utilize communication techniques to activate a client’s own motivation and internal resources for change.

Financial Consultation

Wednesday, December 15 at 1:30 - 2:30 pm, central

Webinar on Zoom


Approved by the CFP® Board for 1 CEU

Presented by Molly Richard, Certified Financial Behavior Specialist® through the Financial Psychology Institute®

Step 1 - Register

You'll receive a Zoom link by email prior to December 15.

Step 2 - Remit $35.00 Registration Fee

Questions before registering? Email me at

bottom of page