Life Centered Financial Planning
Life Centered Financial Planning is a set of courses focused on financial life planning developed by Industry pioneer Mitch Anthony, Deena Katz and Sarah Asebedo, PhD that teaches both the personal skill-sets and the discovery methodologies necessary to succeed as a practitioner of Life-centric Financial advice. This includes three courses: Fundamentals of Life Centered Planning (Anthony), Planning with Emotional Intelligence (Anthony) and Client Communication and Counseling (developed by Katz and Asebedo)
The online classes are asynchronous (can complete 24-7 with no scheduled class meetings or live lectures); however, all students will be required to complete readings and assignments on a regular basis in accordance to the class schedule (not self-paced). You can expect to spend approximately 10 hours per week on the material per course. There are no pre-requisites in order to take courses.
Fundamentals of Life Centered Planning: Developed by the creator of financial life planning, this course will help advisors master life centered dialogues from introduction to the end of life. Key areas of focus are becoming skilled at eliciting clients stories and on mastering any and all life transition dialogues.
Planning With Emotional Intelligence: This course covers the five cornerstones of emotional intelligence and how they pertain to a planning practice. This course has a special emphasis on relational skill development as well as learning next-level conversation and communication skills for client interactions.
Client Communication and Counseling: This course covers an introduction to financial planning communication and counseling skills for effective client relationship management. Click here for an overview.
Participants can take up to two courses at one time providing an opportunity to complete the certificate in as little as 9 months.
Benefits to the practitioner: The practitioner will benefit from a deeper knowledge of key relationship building and discovery skills. In addition, practitioners will have a better understanding of financial behavior and counseling approaches to forge stronger and more vibrant client relationships. This curriculum will be especially beneficial to those desiring to implement a life-centric planning approach. The courses will help elevate a planner to a professional who places the person, not the assets, as the most important aspect of their process. It is an indicator to clients that you are capable of deeper dialogues beyond how the markets are doing.
Cost: $3800 if register for all three courses or $1500 per course if register separately.
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