| Financial Education Programs |
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I am in process of developing financial education software and tools to support you in creating both a healthy and mature relationship with money. These products are estimated to be available by December 2010. Board Certified Financial Communication Training for Financial ProfessionalsI provide communication training programs for financial professionals. These courses have been certified by the Board of Financial Planning for continuing education credits. Financial Planning curriculum currently lacks communication and counseling coursework. These courses are aimed at bringing intermediate and advanced skill sets to the CFP and advisor, which in turn creates better connection with clients and better outcomes. One first has to earn the trust of a client's heart before one can move on to a client's chart! View Courses on Financial Conversations with Heart Keynote SpeakerKeynote topics I LOVE to speak about are:
If you are looking for someone to come to your company or organization and speak about the psychology of money, please contact me. |