Advisors4Advisors

Working with married couples is central to the business of financial advising and planning but managing the dynamics of couples is an underappreciated success factor in a professional practice.

This class addresses the challenges of working with couples, identifying common pitfalls and suggesting ways to avoid them. Practical steps to increase client satisfaction and strengthen your business in the process are discussed, and participants learn the answers to important financial counseling questions, including:.

• What is the current emotional environment for investors?  5 mins
• What are the key fundamental principles of financial counseling?  5 mins
• Why is it important to develop counseling skills to work with couples?:  5 mins
• What are the major financial counseling issues in working with couples?  10 mins
• How can a financial advisor create alignment between couples on key issues?  20 mins
  • The right questions
  • Productive conversations
  • Shared understandings
  • Examples
• Review: 5 mins

This is the first of four financial counseling classes taught by Dr. Frank Murtha in 2024.

• Who Should Attend? Financial Advisors, CFPs, CPA/PFSs, CIMAs, CLUs and ChFCs. 
• Cost: Free to members of Advisors4Advisors 
• CPE credit: 1 hour, in the Communications and Marketing field of study
• Prerequisites: None
• Advanced Preparation: None
• Course Level: Intermediate
• QAS Self-Study Webinar Replay

Advisors4Advisors (A4A) is registered as a provider of continuing professional education on the National Registry of CPE Sponsors and approved by the National Association of State Boards of Accountancy (NASBA) as a Quality Assurance Service (QAS) Self-Study Provider, enabling CPA financial planners to earn CPE credit on-demand via webinars on A4A, as well as on live webinars.

Advisors4Advisors is approved as a continuing education sponsor by CFP Board of Standards, which licenses the designation for CFP® professionals and by IWI, which administers the CIMA® and CPWA® designation programs.

If you have a complaint about our service, please contact us. But you can also submit a complaint about A4A to CPE regulators at www.nasbaregistry.org. A4A memberships refunds requested 10 days from signing up are issued unconditionally. Send comments and help requests to [email protected].