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.
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, will discuss the challenges financial planners face when dealing with a couple’s financial infidelity 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.
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