Psychology of Financial Planning   

Through self-discovery, participants will explore and apply theory for effective interactive client communication in financial planning and counseling. Addresses personal relationships with money, including emotions, beliefs, and behaviors.

Identify areas of potential financial conflict between spouse and/or family including incongruent couple/family goals. Participants will be familiar with situations in which money may be used as a means of undue influence, control or abuse in relationships (e.g., power imbalances, financial abuse and financial enabling).

Participants will be able to better demonstrate empathy, reliability, and competence to help clients navigate the implications of a crisis.

Through self-discovery, participants will explore and apply theory for effective interactive client communication in financial planning and counseling. Addresses personal relationships with money, including emotions, beliefs, and behaviors.

Identify areas of potential financial conflict between spouse and/or family including incongruent couple/family goals. Participants will be familiar with situations in which money may be used as a means of undue influence, control or abuse in relationships (e.g., power imbalances, financial abuse and financial enabling).

Participants will be able to better demonstrate empathy, reliability, and competence to help clients navigate the implications of a crisis.