Life-Centered Financial Planning

The Life-Centered Financial Planning graduate certificate program consists of a set of courses focused on financial life planning developed by industry pioneer Mitch Anthony, Deena Katz, and Sarah Asebedo, Ph.D. 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 Financial Planning (Anthony), Financial Planning with Emotional Intelligence (Anthony) and Client Communication and Counseling (developed by Katz and Asebedo)

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 elevate a planner to a professional who places the person, not the assets, as the most important aspect of their process. This graduate certificate program is an indicator to clients that you are capable of deeper dialogues beyond how the markets are doing.

Students can choose between three enrollment options. These enrollment options are designed to provide flexibility for students to achieve their unique goals for continuing education credits, graduate-level credit, degree plans, pricing, and desire for some face to face interaction.