Helping Clients Overcome Money Shame and Financial Trauma

(Originally hosted in partnership with the Foundation For Financial Planning)

Description

Not opening mail, overspending, and avoiding debt collectors can be more than just irresponsible behavior. For many, these behaviors are rooted in financial trauma that goes back generations. Overcoming this trauma, and the shame that often co-exists, can be difficult. Equipped with the right know-how, CFP® professional volunteers can help their clients notice and put an end to financial behaviors that are rooted in trauma.

Learning Objectives

Participants in the webinar will:

• Understand the psychological impacts of money shame and how it manifests in client behaviors;

• Recognize the signs of financial trauma and its long-term effects on financial decision-making;

• Learn intervention techniques to help clients overcome money avoidance; and

• Develop communication skills that foster trust and openness in discussions about financial health.

Testimonials