You give your clients excellent financial advice… so why do some of them ignore it or even defy it?
You have a feeling that your clients need something deeper, more than just sound budget advice or a wise investment strategy.
You’d like to help your clients with the emotional and relational sides of money, but that wasn’t part of your training.
What if you had access to emotional money tools you felt confident using?
Tools that get to the heart of your clients’ issues?
Tools to help them achieve lasting financial success?
THAT'S EXACTLY WHAT YOU'LL GET WITH THE FOUNDATIONS OF FINANCIAL DIGNITY® TRAINING!
If you're a heart-centered financial professional or money coach, searching for tools that get to the root of your clients' money issues, the Foundations of Financial Dignity® Training is for you.
Not only will you have access to proven techniques to assist your clients with their emotional money issues, you’ll receive training on exactly when and how to use them.
With this 8 module self-study program, you'll learn more than 40 emotional money money tools covering the 7 Pillars of Personal Finance. PLUS you'll get a bonus training on navigating your clients through the emotional life situations of divorce & widowhood!
I’ve field tested each and every one of the emotional money techniques you are going to learn. I know they work and exactly which tools to use in each situation.
And once you’ve completed the Foundations of Financial Dignity® Training, you will, too.
IMPORTANT NOTE: The training modules within this program have been accepted by the CFP® Board for nine (9) Continuing Education (CE) Units.
7 PILLARS OF PERSONAL FINANCE
Understanding Your Client's Emotional Money Behaviors
Learn how to assist your clients in uncovering and correcting the roots of their financial issues.
Overcoming Your Clients’ Resistance to Budgeting
Learn a better alternative to the budget that allows your clients to both enjoy life and meet their financial goals.
Helping Clients Overcome Emotional Spending
Learn how to guide clients away from emotional and mindless spending, and towards mindful and intentional spending.
The Emotional Weight of Debt
Teach your clients how to minimize debt and use it safely in moderation as a tool, so it doesn't prevent them from achieving their long-term goals.
Emotionally Charged Savings
Learn the special techniques that actually get your clients excited to save and invest for the future!
Communicating About Money in Relationships
Discover tools to help your clients to communicate more peacefully and openly about money with their loved ones.
Maintaining Financial Success
Once your clients get to a place of success with their money, it's important they learn the skills to maintain it, even as their financial situation changes.
BONUS: Emotional Money Mistakes During Divorce & Widowhood
Learn to navigate the emotional situations of divorce and widowhood with your clients, ensuring they make wise money decisions along the way.
“Every module of this training is packed with incredible insights and practical tools to help my clients thrive with their money!”
Janet Key, Advisor at Plan It Financial Corp.
Download the FREE Report + Unlock your Discount:
Trends in Financial Planning & the Emotional Side of Money
8 Video Trainings conducted by Christine Luken, Founder of the Financial Dignity® Movement (45 - 75 Minutes Each)
Prosperity Plan Worksheets + video tutorials on how to use them with clients
PLUS Bonus Resources: videos, e-books, & worksheets to use with your clients!
8 Financial Dignity® Guides on how to use all of the emotional money tools with your clients
Earn a total of 9 Continuing Education units approved by the CFP® Board
Preview 15 minutes of the first training!
Have questions before enrolling? OR Want to bring this training in-house?
Schedule a call HERE.
7 Pillars, LLC is a CFP® Board CE Sponsor