Facilitating Positive Change in Your Clients’ Financial Lives

This online course is open to EVERYONE!

This four session online course is designed to provide a framework for understanding how your client’s “two brains” have different needs. These conflicting needs can override your best efforts to alter the financial beliefs and behaviors that undermine their life satisfaction and sense well-being.

However, by adopting a new perspective and new ways of interacting with your clients, you can help your clients view their financial and life goals with new eyes. Learn how to be a more effective facilitator of the positive changes that your clients want to make and will be in their own best interests.

The text for this online course will be *Switch: How to Change Things When Change is Hard by Chip and Dan Heath. Each session of this four-session course will include the following:

• Required to received CFP® CE:
  A recorded lecture
  Assigned reading from Switch
  Interaction with instructor and other students via online discussion forum in response to posted topics and questions
  Online quizzes
• Optional:
  Review additional resources
  Read additional articles or books from recommended reading list

*Switch: How to Change Things When Change Is Hard

Switch asks the following question: Why is it so hard to make lasting changes in our companies, in our communities, and in our own lives? The primary obstacle, say the Heaths, is a conflict that’s built into our brains. Psychologists have discovered that our minds are ruled by two different systems—the rational mind and the emotional mind—that compete for control.

In a compelling, story-driven narrative, the Heaths bring together decades of counterintuitive research in psychology, sociology, and other fields to shed new light on how we can effect transformative change.  (quote from Amazon web page)