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

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.