Core Concepts In Financial Counseling

Financial advising has undergone revolutionary change in the last few decades, evolving from a transactional sales-oriented customer experience to an ongoing knowledge-based process led by an objective financial professional with a fiduciary obligation to act in a client's best interest.

Spurred by the burgeoning social science of behavioral economics, meanwhile, the nature of client relationships has grown more personal, collaborative, and complicated, requiring today’s professionals to possess counseling skills.

At this class outlining core concepts in financial counseling, practitioners learn answers to these and many other questions:

• On what three social sciences does the theoretical framework for financial counseling rest?
• What is the value of financial counseling to consumers and practitioners?
• When does a financial advisor turn into a financial counselor?
• What are the most common misconceptions about practicing as a financial counselors?  

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 Communications and Marketing field of study

Prerequisites: None

Advanced Preparation: None

Course Level: Intermediate

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.