Difficult Conversations Program Series

In this live, three-part series, designed especially by and for financial planning professionals, FPA has partnered with the Financial Therapy Association to offer training that prepares practitioners for working with clients through the most commonly identified, life-changing situations. Created by a financial therapy expert and financial planner, each session focuses on a different emotional event, detailing researched therapeutic techniques that any financial planner can use immediately in their practice. These sessions are informative and interactive, allowing participants to dive into and apply real-life case studies while developing their knowledge and skills needed to effectively and positively impact a client’s life. Participants will also receive useful resources to continue their learning in this important area. 

Take one course or the three-part program to earn up to 3 CFP® CE credits. Learn more by clicking on the course information below.

Difficult Conversations Program Series
Collapse Difficult Conversations Program Series

CLICK HERE TO REGISTER FOR ALL THREE SESSIONS! 

Receive 10% off when you purchase the live three-part series. Earn 3 CFP CE credits.

Original Course Date: April 23, 2019
ADD COURSEADD COURSE Difficult Conversations Program Series
Collapse Difficult Conversations 1: Later-in-Life Planning


PLEASE NOTE THAT CE CREDIT IS ONLY AVAILABLE FOR THE LIVE PRESENTATION

Part 1 of Difficult Conversations Three-Part Series 

Join Shelitha Smodic, CFP, and Megan McCoy, Ph.D., LMFT, as they explore common issues that arise in later-in-life financial planning and discuss how financial therapy could aid financial planners in supporting their clients during difficult conversations associated with the concept ambiguous loss. To demonstrate how financial therapy can support planners, Smodic and McCoy will conduct a mock financial planning session between a financial planner and a couple where one partner was recently diagnosed with Alzheimer’s Disease, which is related to the concept of ambiguous loss. They will describe the theoretical approach the financial planner is utilizing with the client to aid the audience’s understanding of how to use financial therapy with their clients.

Formats Available: Webinar + Archive
Original Course Date: April 23, 2019
On-Demand Release Date: Available Now

Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Difficult Conversations 1: Later-in-Life Planning
    Collapse Difficult Conversations 2: Encouraging (Not Enabling) Adult Children Towards Independence


    PLEASE NOTE THAT CE CREDIT IS ONLY AVAILABLE FOR THE LIVE PRESENTATION

    Part 2 of Difficult Conversations Three-Part Series


    Giving becomes hurtful financial enabling when clients support their adult children to the detriment of their retirement plans, the relationship between the parent and adult child, or the esteem of the adult child. The most common forms of hurtful and helpful giving are college funding, loans, and ongoing financial support. Join Sarah Swantner, MS, CFP, NCC, and Rick Kahler, MSFP, CFP, as they describe how to use financial therapy techniques and practices in unison with financial planning tools and practices to support clients in having difficult financial conversations with adult children. Swantner and Kahler will identify how to manage financial expectations, address financial enabling, and how to support and foster healthy financial decisions before “serious” potential problems arise.

    Formats Available: Webinar + Archive
    Original Course Date: May 21, 2019

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Difficult Conversations 2: Encouraging (Not Enabling) Adult Children Towards Independence
    Collapse Difficult Conversations 3: Couples Dealing with Financial Infidelity


    PLEASE NOTE THAT CE CREDIT IS ONLY AVAILABLE FOR THE LIVE PRESENTATION

    Part 3 of Difficult Conversations Three-Part Series


    Financial planners are faced with a multitude of difficult conversations or situations with their clients. In the third of this series on this topic, Nathan Astle and Megan McCoy, Ph.D., LMFT, discuss the challenges financial planners face when dealing with a couple’s financial infidelity or or when one client shares a secret they cannot share with their partner. A recent article in the Journal of Financial Therapy highlights the rates of financial infidelity in this country with 27 percent of couples admitting to keeping a financial secret from their partner, and 53 percent of couples reporting behaviors associated with financial infidelity. In part three of the Difficult Conversations Program Series, participants will develop introductory skills for managing couples in conflict and will know how and when to refer to a financial therapist for additional support.  

    Formats Available: Webinar + Archive
    Original Course Date: June 25, 2019

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Difficult Conversations 3: Couples Dealing with Financial Infidelity