CE Session: Anxious and Stressed: Helping Clients to Manage Emotion and Behavior

Kristy Archuleta
Financial Therapy Trailbl..
  • Tue Apr 04, 2023
  • 02:00 PM (60 mins)
  • About

You've heard others speak about their research. Now you can hear from the experts themselves. In this presentation, Drs. Kristy Archuleta and John Grable will discuss how a client's anxiety and stress about money can weaken the client-financial planner relationship. You will also learn techniques to better manage money-related anxiety and stress exhibited by clients as a way to move clients toward plan implementation. You will learn when it may be appropriate to make a professional referral.

Approved for 1 CEU for the CFP and AFC certifications.

See a trailer of the session here.

Learning Objectives:

  1. Distinguish between anxiety and stress and why these concepts matter in the financial planning process. 
  2. Learn tools and techniques to help clients work through challenges associated with money-related anxiety and stress as a way to help them meet their financial planning goals.
  3. Determine when to utilize collaboration models to benefit clients and financial planning outcomes.