Continuing Education for Financial Professionals
Improve client outcomes by incorporating tenets of financial psychology into your practice.
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.
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.
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 2 - Remit $35.00 Registration Fee
Questions before registering? Email me at email@example.com.