Texas Tech University

Life Centered Financial Planning

Life Centered Financial Planning is a certificate and Masters level course 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. The course is made up of three courses: Life Centered Planning, Planning with Emotional Intelligence (Anthony) and Communication and Counseling Skills. (Katz and Asebedo)

Benefits to the practitioner: The practitioner will benefit from a deeper knowledge of key relationship building and discovery skills as well as financial behavior and counseling approaches to forge stronger and more vibrant client relationships. This course will be especially beneficial to those desiring to implement a life-centric planning approach.

• Importance of the certificate: The Life Centered Financial Planning certificate will help to set practitioners as a planner who places the person, not the assets, as the most important aspect of their process. This certificate will be a indicator to clients that you are capable of deeper dialogues beyond how the markets are doing.

 

Course Descriptions:

Life Centered Planning: Developed by the creator of financial life planning this course will help advisors to master life centered dialogues from introduction to the end of life. Key areas of focus are becoming skilled at educing 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.