Certified Financial Counselor" Certificate Renewal Hot
2022 has been a bad year for investors. Times like these tend to heighten financial stress and bring out the worst traits in some investors. So, I want to remind you that now is the time to renew your CFC™ credential.
You put in 12 hours of your time to earn the CFC™ certificate. Renewing concretely builds on your effort. Renewing will refresh your knowledge of the most important issues in counseling clients amid the turmoil of 2022. (See the Weds., June 1 class description is below.)
Renewing also gives you access to FINRA-reviewed articles, videos, scripts, presentations, and social content about the CFC™ certificate benefits your clients.
Frank Murtha, Ph.D.
Financial Counseling Under Stressful Conditions; May 2022 Certified Financial Counselor Update (Class 1 of 4)
(To register, renew your certificate).
2022 has been a bad year for investors, heightening financial stresses and bringing out the worst traits in some investors. This main objective of this class is to remind Certified financial Counselors™ of crucial concepts, techniques, and conversations to counsel clients through this fearful time.
- Review fundamental concepts:
- Why people invest: emotional versus financial
● The difference between investment objectives and performance
● Seven essential counseling skills
● Trust building
● Strategic emotional communication
● Investor identity
- Counseling responses under current conditions
● Financial stress level in the U.S. today versus histor
● Personality types most vulnerable in current conditions
● Putting current conditions in perspective
● Questions to ask about stress symptoms
● Words and deeds
- Case study: fearful client
- Review
- Q&A