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Exploring Your Attitudes, Values and Beliefs to Better Serve Your Clients
Course Information
Content Level: Foundational to Intermediate
NAPFA Subject Area: J-Communications
Course Description
The most critical aspect of effective financial planning is the relationship between planner and client. Research indicates that when this strong alliance exists, clients are more likely to have successful outcomes. One way that planners develop and maintain a strong relationship with clients is by engaging themselves in the process. The primary goal of this session is to understand how planners’ own values, biases and beliefs around money impact their work with their clients. When a planner understands their own relationship to money and how it is presented to clients, they can better serve their clients. This presentation will borrow from the mental health fields by providing insights into “self of the therapist work” and apply it to financial planning (i.e., “self of the financial planner work"). Special attention will focus on the benefits of engaging in self-reflection, ethical implications and tangible next steps for the audience.
Learning Objectives
  1. Understand the historical significance of consciously and strategically using oneself in financial planning.
  2. Learn the importance of self-awareness in the ethical delivery of financial planning services and advice.
  3. Discover insights on how early experiences around money may shape your work with clients today.
Kristy Archuleta, Ph.D., LMFT, CFT-I™ 
Kristy Archuleta, Ph.D., LMFT, CFT-I™, is an award-winning speaker, author and Professor in Financial Planning at the University of Georgia. She is internationally known for her contributions to the development of financial therapy, including co-founder of the Financial Therapy Association, the Journal of Financial Therapy and the nation’s first academic financial therapy program. Dr. Archuleta has published numerous scholarly articles, co-edited two books and commonly appears in podcasts and major news media outlets. She serves on the Board of Directors for the National Association of Personal Financial Advisors and three editorial review boards. 

Josh Harris, MBA, CFP®, AFC®  
Josh Harris, MBA, CFP®, AFC® is a Lecturer in the Department of Finance at Clemson University, where he coordinates the Financial Planning program. He is currently a doctoral student at Kansas State University, where he focuses his research on the intersection of family and finances, Financial Therapy, and the Ethics of Financial Planning. Josh has held various executive and board positions with the Financial Planning Association of South Carolina, and the Financial Therapy Association.
Availability: On-Demand
Expires on Dec 31, 2023
Initial Cost: Member: $39.00
Non-Member: $59.00
Additional Cost: CFP® CE: $10.00
Credit Offered:
1 NAPFA CE Credit
Contains: 2 Courses
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