A Financial Counseling Approach To Working With Couples

Financial Counseling Resources

Financial Counseling Updates For 2023

Frank Murtha

Thursday, March 7, 2024 4PM EST

CFP^® IWI

Program Id: 439172427

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Working with married couples is central to the business of financial advising and planning but managing the dynamics of couples is an underappreciated success factor in a professional practice.

This class addresses the challenges of working with couples, identifying common pitfalls and suggesting ways to avoid them. Practical steps to increase client satisfaction and strengthen your business in the process are discussed, and participants learn the answers to important financial counseling questions, including:.

What is the current emotional environment for investors? 5 mins

What are the key fundamental principles of financial counseling? 5 mins

Why is it important to develop counseling skills to work with couples?: 5 mins

What are the major financial counseling issues in working with couples? 10 mins

How can a financial advisor create alignment between couples on key issues? 20 mins
- The right questions
- Productive conversations
- Shared understandings
- Examples

Review: 5 mins

The is the first of four financial counseling classes to be taught by Dr. Frank Murtha in 2024.

Frank Murtha, who holds a Ph.D. in Counseling Psychology, is the instructor of this course. For over two decades, he has pioneered the application by financial advisors of the principles of behavioral finance and financial planning psychology. He started The Financial Counseling Institute in 2021 to focus on teaching financial professionals counseling skills.

This webinar is expected to be eligible for 1 CE/CPE credit toward for CFP, CPA, CIMA® and CPWA®, CLU® and ChFC® professionals.Who Should Attend: Financial Advisors, CFPs, EAs, CFAs, CPA/PFSs, CIMAs, CLUs and ChFCs.

Cost: There is no fee to attend this course if you are a member of Advisors4Advisors ($60/Qtr).

CPE credit: 1 hour, in the Taxes field of study

Prerequisites: None

Advanced Preparation: None

Course Level: Update

Course Delivery Method: Group Internet-Based

Program Policies: For more information regarding administrative policies such as refund, cancellation and complaint, please email This email address is being protected from spambots. You need JavaScript enabled to view it..

Advisors4Advisors is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. Advisors4Advisors is also approved as a continuing education sponsor by IWI, which administers the CIMA® and CPWA® designations, and CFP Board of Standards, which licenses the designation for CFP® professionals.