FOUNDATION OF FINANCIAL PLANNING AND FINANCIAL BEHAVIOR – GlobeNewswire | Vette Leader

WASHINGTON, DC, Aug. 10, 2022 (GLOBE NEWSWIRE) — The Foundation for Financial Planning (FFP), a 501(c)(3) nonprofit dedicated to expanding access to pro bono financial planning for people in crises or adversity is working with the Financial Behavior Keynote Group to launch a free webinar series focused on building soft skills for advisors, specifically aimed at those who work with pro bono clients work. Starting in September, the series of four webinars will include:

  • Diversity & Inclusion: Empathy or Sympathy?*
    • with dr Michael G. Thomas Jr. on Sep 7, 2022 at 1pm ET
  • Leveraging customers’ strengths to drive behavior change*
    • with dr Kristy Archuleta on Nov 3, 2022 at 1pm ET
  • The Psychology of Money: Understanding a Client’s Financial Decisions**
    • with dr Mary Bell Carlson, CFP®, AFC® on Jan. 18, 2023 at 1 p.m. ET
  • Helping Clients Overcome Money Worries**
    • With Ryan Law, CFP®, AFC® on March 15, 2023 at 1 p.m. ET

dr Mary Bell Carlson, CFP®, AFC®, President of the Financial Behavior Keynote Group, says, “Influencing client behavior is a critical part of any financial advisor’s role and can be especially important in a pro bono context. A volunteer advisor can be more effective when they understand the emotional and psychological factors involved in money behavior, particularly when dealing with clients who are struggling financially and may have never worked with a trusted financial services provider.”

While the webinars are aimed at advisors who work on a volunteer basis, the sessions are open to any financial advisor looking to increase their emotional intelligence. Part of FFP’s education and training offering, the series helps financial planners develop skills and techniques to meet the needs of all clients, regardless of income level. The series of four webinars is sponsored by BlackRock.

The upcoming presentations by Dr. Thomas and Dr. Archuleta have been approved for CFP® CE credit, with the two 2023 presentations currently pending approval. In addition to educational webinars, FFP offers several resources to help volunteers address the needs of underserved populations, including pro bono training for volunteers on financial planning, toolkits, worksheets, and more.

Jon Dauphiné, Chief Executive Officer of the Foundation for Financial Planning, added: “We are delighted that the experts at the Financial Behavior Keynote Group are working with FFP to make this webinar series possible. This fantastic offer will enhance FFP’s ongoing efforts to provide free training and skills development for pro bono volunteers.”

Consultants can learn more and register for individual webinars by visiting FFPprobono.org/webinars.

*Eligible for CE credits

**Pending Approval for CE Credits

More about the webinars

Session One: Diversity and Inclusion: Empathy or Sympathy?

September 7, 2022

dr Michael G Thomas Jr. is an Accredited Financial Advisor (AFC®) and lecturer at the University of Georgia. His research focuses on financial empathy, the impact of data visualization on financial behavior, and the connection between brain function and money. The lifelong goal of Dr. Thomas is to help underserved communities build, grow and maintain their wealth using an intra- and inter-family wealth creation process.

dr Thomas uses the platform of empathy and compassion to illustrate how diversity and inclusion efforts are most effective when they start with empathy—not sympathy. During this talk, he will explain the differences between empathy and sympathy, the implications for diversity and inclusion based on these lenses, and how you can use empathy effectively in your diversity and inclusion efforts.

Session Two: Using clients’ strengths to bring about behavior change

November 3, 2022

dr Kristy Archuleta is an internationally recognized and award-winning Professor of 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 Financial Therapy Journal, and the nation’s first academic financial therapy program. She currently serves on the Board of Directors of the National Association of Personal Financial Advisors, the Certification Committee of the Financial Therapy Association, and three editorial review boards.

Financial therapy is the integration of emotions, thoughts, behavior, relationships and their impact on financial and overall well-being. Financial therapists use one or more of these areas to help clients make changes to improve the financial and overall well-being of individuals, couples, and families. This presentation introduces basic concepts of financial therapy including what it is, clients’ beliefs about money, 2-3 tools professionals can use with their clients, and how to work with a financial therapist.

Session Three: The Psychology of Money: Understanding a Client’s Financial Choices

January 18, 2023

dr Mary Bell-Carlson, CFP®AFC® is a financial behavior expert and a well-known speaker and author. Mary has worked in both the military and government sectors for over a decade, helping improve her clients’ personal finances. Mary founded Chief Financial Mom.com, a personal finance education blog, to help other busy moms. She is also the co-host of the Real Money, Real Experts podcast and an associate faculty member for the financial planning programs at the University of Georgia and Texas Tech University.

Recognition of the influence of psychology on financial decisions continues to grow, as evidenced by the recent decision by the CFP Board to add psychological components to the updated CFP® exam. This webinar focuses on the impact of psychology on clients’ financial decisions, with an emphasis on communication fundamentals that can be applied directly in practice.

Session 4: Helping clients overcome their money worries

March 15, 2023

Ryan law, CFP® and AFC®, is Director of the Money Success Center at Utah Valley University (UVU). An award-winning educator who teaches financial counseling courses through UVU’s Personal Financial Planning program, Ryan is also the author of Student Loan Planning and co-editor of Financial Counseling.

Money is always at the top of Americans’ list of sources of stress. Money is also the number one source of stress in relationships. In this presentation, Ryan will discuss fear of money and methods financial advisors can use to help their clients overcome fear of money through education, the physical office environment, money awareness and communication skills.

About the Financial Planning Foundation

The Foundation for Financial Planning (FFP) is a 501(c)(3) charity based in Washington, DC dedicated solely to supporting the provision of pro bono financial planning to vulnerable populations, including active duty military personnel and wounded veterans, prescribed. People with cancer and other serious medical diagnoses, the elderly and caregivers, low-income individuals and their families, survivors of domestic violence and many more. Dedicated to advancing pro bono financial planning, FFP has provided more than $8.3 million in grants for national and community-based pro bono programs. worked with partners to enable more than 24,000 financial planners to volunteer their time and talents; and acted as a leader and catalyst to foster a rich tradition of pro bono services in the financial planning industry. Visit FFPprobono.org to learn more.

About the Financial Behavior Keynote Group

Financial Behavior Keynote Group, LLC was formed in 2022 as a consortium of financial behavior professionals who have spent years studying financial behavior and implementing proven solutions for clients. It is a full-service keynote speaker and consulting team aimed at professionals in the financial planning, coaching, counseling and therapy fields. Visit https://keynote.financial/ to learn more.


        

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