Motivational Interviewing in Financial Planning

This webinar is an MQ Research & Education sponsored event.

1.0 CFP CE accepted by the CFP Board. 

About the Webinar:

Motivational Interviewing (MI) is a communication style that helps strengthen clients’ motivation for and commitment to change. Their motivation is already there, and MI is a way of helping them uncover it. It helps explore your clients’ own reasons for change in a collaborative way that puts their interests first.

In this presentation, you will learn what MI is and how to use it in your financial planning practice. MI is composed of four stages (engaging, focusing, evoking, and planning) which integrate nicely into your work with clients. You’ll learn more about the skills used in motivational interviewing that will make you a better listener, both in your practice and in your life. These skills include asking open-ended questions/prompts, affirmations, reflections, and summaries.

Your clients are already motivated; MI helps your clients identify and strengthen that motivation!

Learning Objectives:

  • Learn what Motivational Interviewing (MI) is and how it can help your clients succeed
  • Understand the MI stages (engaging, focusing, evoking, and planning) and how they fit into your financial planning process
  • Understand and skills used in MI: open-ended prompts, affirmations, reflections, and summaries

About Derek Hagen, CFA, CFP®, CFT-I™, FBS®, CIPM

Derek is a financial therapist specializing in meaning and purpose. He is the founder of Meaningful Money, helping clients who feel stuck. He has been featured in The Wall Street Journal, Kitces Nerd’s Eye View, Standard Deviations, and the Human Side of Money. He writes about money, meaning, purpose, and happiness using simple drawings in his weekly newsletter and blog. He earned an economics degree from Minnesota State University and a graduate certificate in financial psychology from Creighton University. He has earned the Certified Financial Planner, Chartered Financial Analyst, Certified Financial Therapist-1, and Certified Financial Behavior Specialist designations.

Registration Fee

This webinar is open to EVERYONE!

  • $35 – MQ Partners
  • $50 – Others