Working With Couples And Families (1 Credit)

Frank Murtha
09/22/21 4 PM EST
CFP® Live CPA IWI
Program Id: 170285691
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Couples – often married, but not always – present a discrete set of dynamics for a financial professional, as do families with intergenerational wealth issues. This class covers key issues, considerations and practices when working with couples and families.

  • Introduction to couples and family psychology (10 Minutes)
    • Overview with stats
    • Implications for client couples
  • Couples financial counseling (25 Minutes)
    • The right approach to client couples
    • Building relationships
    • How to integrate both parties in the process
    • Communication
    • Establishing alignment for couples finances
  • Family/Intergeneration financial counseling (25 Minutes)
    • Family systems theory
    • Family financial values
    • Key issues
    • Family businesses

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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9.8
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Very helpful & supportive

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Good info

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Very informative

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