Making Money More Human: The Value of Emotional Intelligence in Financial Planning (1 CFP® CE Credit)
Thursday, October 7 from 2:00 - 3:00 p.m. ET
Many financial professionals have been trained to separate emotions from money and work with a “keep your feelings out of business" mindset. But results have revealed that emotional intelligence can significantly inform the financial planning process by uncovering client values and attitudes and establish trust through effective communication—benefiting both client and advisor.
This presentation is designed to address the recent changes made by the CFP® Board to its principal knowledge topics and competency standards and how to engage in best practices. Join us as we explore the power of emotional intelligence and how these feelings that were once deemed a distraction can be used to better inform client relationships and improve overall financial wellness.