SOLD OUT! Using More Beautiful Questions to Unlock Breakthrough Changes for Your Clients and Yourself
5/29 Update:
We have filled our classroom for this course and closed registration. If you are interested in joining us the next time this course is offered, please email Jim and we’ll make sure to let you know when it’s added to our schedule again!
Description
Would you like to experience meaningful conversations with your clients on a more consistent basis? Would you like to support and facilitate positive change in their lives?
Do you desire more clarity regarding your own purpose and potential? Do you have difficulty defining a clear path to achieving your personal and professional goals?
In this course, we will explore the simple art of asking beautiful questions that can reveal deeper truths and unexpected wisdom. We will discover that good questions open up pathways to valuable insights, fuller comprehension, and positive change. In addition, we will take a deep-dive into understanding and practicing the art of effective inquiry.
Each class will be limited to 12 participants.
Learning Objectives
Participants who complete the course requirements will:
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- Understand the various types of questions that are the most useful for strengthening relationships and conducting productive conversations with financial planning clients.
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- Recognize strategic moments for skillfully employing open-ended, targeted, or other types of questions while working with clients in a financial planning engagement.
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- Learn how to guide clients towards completion of financial planning objectives by exploring underlying concerns, understanding sources of resistance, clarifying personal values, and identifying meaningful life goals.
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- Employ self-reflection and questioning techniques to nurture self-awareness and guide personal and professional growth.
Course Requirements
The required textbook for this course is A More Beautiful Question: The Power of Inquiry to Spark Breakthrough Ideas by Warren Berger.
Each session of this four-session, eight-week course will include a recorded lecture, online interaction with the instructor and students, and completion of an online learning assessment.
This course is self-paced, however all requirements for each session must completed within the 2-week timeframe.
Session #1: June 1 – June 14, 2020
Understanding the Power of Inquiry and Why We Stop Questioning
Session #2: June 15 – June 28, 2020
Utilizing the WHY, WHAT IF and HOW of Innovative Questioning
Session #3: June 29 – July 12, 2020
Developing and Deploying More Effective Questions in Business
Session #4: July 13 – July 26, 2020
Bringing More Beautiful Questions Into Life Everyday
CFP® CE Credit
This course has been accepted for 7.5 CFP® CE hours per the CFP® Board. Requirements to receive the CFP® CE include the following:
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- Listen to all four 20-25 minute recorded lectures
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- Complete assigned reading from A More Beautiful Question
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- Interact with instructor and fellow students via online discussion forum in response to posted topics and questions
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- Complete online learning assessments (acceptable passing score is 70%)
Tuition
This MQU course is available to everyone.
Please note that the fee does not include a copy of the reading material. You are responsible for acquiring your own copy of the text, Warren Berger’s A More Beautiful Question: The Power of Inquiry to Spark Breakthrough Ideas.
- MQ Partners: $300.00
- MQ VIP Firm Partners: $240.00
- MQ Diamond Firm Partners: $150.00
- Others: $400.00
Instructor
Brian Farr, MA, LPC is a Financial Therapist and Licensed Professional Counselor in Portland, Oregon. Since 2002, he has brought counseling skills into complex conversations about money. Brian uses a variety of therapeutic and financial techniques to guide individuals and couples in identifying the patterns behind their actions, and creating successful strategies for moving forward. Prior to becoming a professional counselor, Brian was a founding partner of an investment management firm, an owner/manager of a personnel agency, and a member and broker at the Chicago Board of Trade.
Learn more about Brian at www.bhfarr.com.