Mental Health Issues And Financial Counseling (1 Credit)

Frank Murtha
09/15/21 4 PM EST
CFP® Live CPA IWI
Program Id: 163139915
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Financial problems are a leading cause of depression and other mental health issues. This class imparts practical tips for recognizing when to refer clients to other resources for mental health issues and how to handle this delicate subject. This class will examine the effect of stress on clients, with a focus on strategies for helping clients mitigate stress’s impact. We will also discuss common Axis 1 and Axis 2 Psychiatric Diagnoses that financial professionals are likely to encounter, with strategies and tips for identifying and managing clients who suffer from them.

  • Introduction to Mental Health in Financial Counseling (10 Minutes)
    • Overview with stats
  • Life Events (15 Minutes)
    • Covid
    • Deaths
    • Divorce
    • Jobs
    • Health
  • Axis 1 Diagnoses (15 Minutes)
    • Depression
    • Anxiety
    • Thought Disorders/Dementia
      • Definition
      • Manifestation
      • Associated tendencies
      • Investor implications
  • Axis 2 Diagnoses (20 Minutes)
    • Personality Disorders
    • How to manage people with:
      • Dependent
      • Narcissistic
      • Borderline

 
This webinar is eligible for one hour of CE credit towards the CIMA® and CPWA® certifications, CFP® CE, PACE credit toward the CLU® and ChFC® designations, and live CPA CPE credit.

About Frank Murtha, Ph.D. 

Dr. Frank Murtha earned a doctorate in Counseling Psychology from the University at Buffalo. He was the first to explore cognitive errors in gambling behavior, and he has taught at The City University of New York, Penn State, and New York University. In 2001, Dr. Murtha co-founded MarketPsych Inc., a statistically valid proxy for the NEO personality inventory diagnostic for identifying investor personality traits. Dr. Murtha currently consults to institutional investors on macro- and micro-behavioral economics. In 2021, he founded the Financial Counseling Institute to charter financial professionals as Certified Financial Counselors.

 


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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It was interesting learning how mental health issues apply in the counseling setting.

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