Tapping Clients' Strengths to Create Behavior Change
November 3, 2022 at 1:00 PM EST
This webinar is free and offers 1 CE Credit for CFP and AFCPE Professionals.
Dr. Kristy Archuleta is an internationally recognized and award-winning Professor in Financial Planning at the University of Georgia, a Licensed Marriage and Family Therapist, and a Certified Financial Therapist-I™. Known for her contributions to the development of financial therapy, she is a co-founder of the Financial Therapy Association, the Journal of Financial Therapy, and the nation’s first academic financial therapy program. She currently serves on the Board of Directors for the National Association of Personal Financial Advisors, the Financial Therapy Association certification committee, and three editorial review boards.
Financial therapy is the integration of emotion, thoughts, behavior, relationships, and its effect on financial and overall well-being. Financial therapists tap into one or more of these areas to help clients make changes to improve individual, couple, and family financial and overall well-being. This presentation introduces basic concepts of financial therapy, including what it is, clients’ money beliefs, 2-3 tools that professionals can implement with their clients, and how to collaborate with a financial therapist.
The Foundation for Financial Planning and the Financial Behavior Keynote Group have partnered together to present a series of webinar talks delving into the topic of financial behavior and wellbeing, and how advisors can use the field’s learnings to better connect with and impact financially vulnerable clients.