Diversity and Inclusion: Empathy or Sympathy?
September 7, 2022 at 1:00 PM EST
This webinar is free and offers 1 CE Credit for CFP and AFCPE Professionals.
Dr. Michael G. Thomas Jr. is an Accredited Financial Counselor (AFC®) and a lecturer at the University of Georgia. His research focuses on financial empathy, data visualization’s effects on financial behavior, and the connection between brain function and money. Dr. Thomas’ life-long goal is to help underserved communities establish, grow, and sustain their wealth utilizing an intra and inter-family wealth creation process.
While the basic principles of financial planning are a great place to start with pro bono clients, going beyond the numbers and understanding the “why” behind a client’s situation can take a pro bono engagement from successful to lifechanging.
Foundation for Financial Planning and the Financial Behavior Keynote Group have partnered 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.
We hope that both financial advisors and nonprofit leaders can join us for the series’ inaugural 60-minute webinar talk, “Diversity and Inclusion: Empathy or Sympathy?” presented by Dr. Michael Thomas.
Dr. Thomas uses the platform of empathy and compassion to help webinar attendees:
- Understand the direct relationship of financial empathy and building trust in a financial planner/client role.
- Create actionable steps to support and promote more empathetic client relationships and workplace environments.
This webinar is eligible for CFP® and AFC® Continuing Education (CE/CEU) credit. To obtain CE/CEU credit, you must attend at least 50 minutes of this webinar.