MQU Sponsored

How Financial Therapy Can Aid in Your Financial Planning Practice

This webinar is an MQ University sponsored event.

1.0 CFP CE as accepted by the CFP Board

When people hear the term “financial therapy” they tend to think of a mental health professional, but that’s not it at all!  Financial Therapy is the understanding that money means more than just numbers to your clients.  Financial Therapy can aid financial planners in asking the right questions, fostering trust, and helping their clients reach their life goals—not just the financial goals.  

Dr. Megan McCoy will provide an overview of this new field of research and practice, and explain how it can benefit you and your clients. She will also describe a specific approach to financial therapy that she created called Narrative Financial Therapy.  Her presentation will conclude with an exploration of a specific Narrative Financial Therapy Intervention, “the Miracle Question,” and explain how to it can be applied in your client interactions. 

Learning Objectives:

  • Describe what financial therapy is and what it looks like in a financial planning practice.
  • Learn the benefits of adding this perspective to a financial planning practice.
  • Describe Narrative Financial Therapy through clear steps that financial planners can integrate into their practices.
  • Demonstrate the miracle question and understand its application to financial planning work.

Instructor

Megan McCoy, Ph.D., LMFT,  CFT-I™ is a Professor of Practice at Kansas State University where she teaches courses for the Financial Therapy Certificate Program and is Director for the Personal Financial Planning Masters’ Program.  Her research interests focus on Financial Therapy and how to establish empirical evidence to support what she has observed in her clinical experiences.  Her research has been published in the Journal of Financial Therapy, Annuals of Business Review, Journal of Financial Planning, Journal of Family Economic Issues, American Journal of Family Therapy, Journal of Systemic Therapies, Women and Therapy, Journal of Couple and Family Therapy, Journal of Sex and Marital Therapy, and Journal of Creativity in Mental Health.  Dr. McCoy serves as Secretary for the Board of Financial Therapy and as Associate Editor of Profiles and Book Reviews for the Journal of Financial Therapy.  She is also a member of the MQ Research Consortium, a division of MQ Research & Education™.

CFP® CE Credit

1.0 CFP CE as accepted by the CFP Board.

Registration Fee

This webinar is open to EVERYONE!

  • Free for MQ Partners
  • $25 Fee for everyone else

This webinar is being hosted by Money Quotient Research & Education. Click Here to Register.

Facilitating Positive Change in Your Clients’ Financial Lives

This course is an MQ University sponsored event.

Description

This course is designed to provide a framework for understanding how your client’s “two brains” have different needs. These conflicting needs can override your best efforts to alter the financial beliefs and behaviors that undermine their life satisfaction and sense of well-being.
However, by adopting a new perspective and new ways of interacting with your clients, you can help your clients view their financial and life goals with new eyes. Learn how to be a more effective facilitator of the positive changes that your clients want to make and will be in their own best interests.
Once you complete this course, you will come away with:
  • New tools to help you think and talk about the obstacles that block your clients’ progress toward their satisfaction and sense of well-being
  • A new and fun way to guide your clients’ financial behavior
  • Effective tools to help you  understand your own thinking so you can move your practice to the next level
Each classroom will be limited to 12 students.

Course requirements

The text for this online course will be Switch: How to Change Things When Change is Hard, by Chip and Dan Heath. 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. (Please note: you will be responsible for acquiring your own copy of the text; the book will not be provided to you.)
This course is self-paced; however, all requirements for each session must be completed within the two-week time frame.
  • Session #1: September 14 – 27
  • Session #2: September 28 – October 11
  • Session #3: October 12 – 25
  • Session #4: October 26 – November 8
Additionally, guest instructor Thom Allison will join us for two live Q&A sessions. Attendance will not be mandatory, but will allow you to meet fellow students, share your thoughts, and ask questions in a real-time environment.

CFP® CE Credit

This course has been accepted for 10.0 CFP® CE hours per the CFP® Board. Requirements to receive the CFP® CE include the following:
  • Listen to all four recorded lectures
  • Complete assigned reading in Switch
  • Interact with instructor and other students via online discussion forum in response to posted topics and questions
  • Complete online learning assessments (quizzes)
Optional:
  • Review additional resources
  • Read additional articles or books from recommended reading list
  • Participate in real-time Q&A sessions

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, Switch: How to Change Things When Change is Hard, by Chip and Dan Heath.
  • MQ Partners: $300.00
  • MQ VIP Firm Partners: $240.00
  • MQ Diamond Firm Partners: $150.00
  • Non-Profit: $240.00
  • Full-Time Student: $240.00
  • Others: $400.00

Instructor

Thom Allison, CFP® – Thom began his career in financial services in 1983 and earned his CFP designation in 1988. He started Allison Spielman Advisors in 1997. Allison Spielman Advisors have been MQ Licensees since 2009. Before starting Allison Spielman Advisors, Thom was a founding partner at Financial Security Group in Bellevue, WA. His volunteer commitments have included serving as President and Chairman of the Financial Planning Association of Puget Sound, President of the Board of the Bellevue Philharmonic Orchestra, Chairman of Newport Covenant Church in Bellevue, and C-Chair of the Bellevue Art Museum Capital Campaign.

This course is being hosted by Money Quotient Research & Education. Click Here to Register.

Facilitating Positive Change in Your Clients’ Financial Lives

 

 

This course is an MQ University sponsored event.

Description

This course is designed to provide a framework for understanding how your client’s “two brains” have different needs. These conflicting needs can override your best efforts to alter the financial beliefs and behaviors that undermine their life satisfaction and sense of well-being.

However, by adopting a new perspective and new ways of interacting with your clients, you can help your clients view their financial and life goals with new eyes. Learn how to be a more effective facilitator of the positive changes that your clients want to make and will be in their own best interests.

Once you complete this course, you will come away with:

  • New tools to help you think and talk about the obstacles that block your clients’ progress toward their satisfaction and sense of well-being
  • A new and fun way to guide your clients’ financial behavior
  • Effective tools to help you  understand your own thinking so you can move your practice to the next level

Each classroom will be limited to 12 students.

Course requirements

The text for this online course will be Switch: How to Change Things When Change is Hard, by Chip and Dan Heath. 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. (Please note: you will be responsible for acquiring your own copy of the text; the book will not be provided to you.)

This course is self-paced; however, all requirements for each session must be completed within the two-week time frame.

  • Session 1: Saturday, March 5 – Sunday, March 20
  • Session 2: Saturday, March 19 – Sunday, April 3
  • Session 3: Saturday, April 2 – Sunday, April 17
  • Session 4: Saturday, April 16 – Sunday, May 1

CFP Board CE Credit

This course has been accepted for 10.0 CFP Board CE hours per the CFP Board. Requirements to receive the CFP Board CE include the following:

  • Listen to all four recorded lectures
  • Complete assigned reading in Switch
  • Interact with instructor and other students via online discussion forum in response to posted topics and questions
  • Complete online learning assessments (quizzes)

Optional:

  • Review additional resources
  • Read additional articles or books from recommended reading list
  • Participate in real-time Q&A sessions

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, Switch: How to Change Things When Change is Hard, by Chip and Dan Heath.

  • MQ Partners: $300.00
  • MQ VIP Firm Partners: $240.00
  • Non-Profit: $240.00
  • Full-Time Student: $240.00
  • Others: $400.00

Instructor

Thom Allison, CFP® – Thom’s strongest motivation as a financial planner is helping people live fulfilling lives. He joined The Mather Group in November 2021 with the acquisition of Allison Spielman Advisors (ASA), which Thom had founded in 1997. Prior to ASA, Thom was a Founding Partner at Financial Security Group. Thom became a CERTIFIED FINANCIAL PLANNER™ professional in 1988. He earned his Bachelor of Arts degree in Marketing from Loyola University in Chicago and his MBA degree with an emphasis in Finance from the University of Wisconsin – Whitewater.

Exploring the Connection Between Self-Regulation, Financial Self-Efficacy, and Financial Behaviors

 

 

 

 

This webinar is an MQ University sponsored event.

About the Webinar

Exploring the Connection Between Self-Regulation, Financial Self-Efficacy, and Financial Behaviors
 
This webinar will provide an overview of research that explored the relationship between self-regulation and financial self-efficacy; and examined how these two constructs interact and  influence financial management behaviors.  Self-regulation has been construed as a multi-use executive function that can manifest in many different forms and contexts, including conflict management, mindfulness practices, and self-care.  The researchers found strong and significant relationships between self-regulation, financial self-efficacy, and financial management behaviors. Findings suggest that in order to improve financial management behaviors, the practice of broader-based self-care techniques may be beneficial.
Learning objectives include:
  1. Define general self-efficacy and self-regulation and learn how are they connected
  2. Explain how task-specific self-efficacy differs from general self-efficacy
  3. Understand how seemingly unrelated activities support the adoption and support of one another
  4. Learn how self-regulation can be improved

About our Guest Presenter

Dr. Lance Palmer, PhD , CFP® is a Professor in Financial Planning, Housing and Consumer Economics at the University of Georgia. Dr. Palmer’s research seeks to identify effective ways of motivating financial behavior change through brief intervention strategies. He is currently focused on developing brief interventions that are informative, scalable, and can easily be integrated into the income tax preparation process. The design and format of the brief interventions are informed by research findings from behavioral economics and behavior change theory, as well as evidenced-based counseling practices such as Solutions-Focused Brief Coaching.

 

 

CE Credit

The CFP® Board has accepted our application for 1.0 CFP® credit for this webinar.

Please note: Attending the live presentation is a requirement to earn the CE credit.

Registration Fee

This webinar is open to EVERYONE!

  • FREE to MQ Partners
  • $25.00 fee for others

This webinar is being hosted by Money Quotient Research & Education. Click Here to Register.