Who is this certificate ideal for?  

• • Advanced financial planners with at least 5 years of experience in the DFW area
  • Financial planning business owners
  • Leaders who are ready for the next evolution of financial planning
  • Learners who can speak to the ways in which emotions, attitudes, and destructive behaviors show up in their work with clients

Cohorts are capped at 20 participants each to maximize collaboration and discussion. The program is directed by Dr. Sonya Lutter, a CERTIFIED FINANCIAL PLANNER™ professional and Licensed Marriage and Family Therapist. 

 
Curriculum Outline:

We will gather in-person at the Texas Tech University Corporate Campus in Irving, Texas. Content is delivered via four all-day, in-person sessions at the Texas Tech University Corporate Campus in Dallas-Fort Worth. Lecturers are leaders in the industry with expectations for high participant engagement.  There are no assignments or time expectations outside of the in-person sessions.

• • Assessing Financial Wellness
  • Building Well-Being
  • Effectively and Efficiently Gathering Values' Data
  • Resolving Conflict
  • Overcoming the Barriers to Change
  • Managing Stress
  • Combatting the Addiction Cycle
  • Techniques in Motivational Interviewing
  • Positive Psychology Interventions
  • Managing Referrals
  • CFP Board Ethics

When:

September 5-8, 2024.

We will begin at 3 pm on Thursday and finish at 12:15 on Sunday.

Where:

TTU DFW - View Welcome Packet

4201 N. State Highway 161, Suite 250, Irving, Texas 75038

Why Enroll:

Texas Tech University is the only place you can earn an executive certificate in financial health and wellness. The Executive program places you with professionals in similar life circumstances as you. The program is focused on building financial health and wellness among your team members and clients. This program is for leaders who can implement change within the organization.

The Financial Health and Wellness program uses a systemic approach by incorporating optimal communication under stress and best-practice techniques from complementary disciplines.  
The curriculum includes concepts from financial therapy, the psychology of financial planning, and a broader understanding of how financial issues impact other areas of well-being (physical, psychological, vocational, & relational).

Registration:

Registration includes the 30 hours of CFP Board CEUs (which includes 2 hours of ethics), course materials, lunch and snacks on the day of the meetings, and a non-degree Executive Certificate in Financial Health & Wellness from Texas Tech University.

Participants are responsible for travel and lodging to Irving, Texas.

Register Here