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