2017 FPA Retreat
This session will look at the financial planning interactions between planners and clients of different generations. The focus will be on recognizing and applying how the planners way-of-being and level of spiritual intelligence (SQ) can be used within a financial planning engagement to bridge generational differences in order to develop a financial planning engagement steeped in trust and a deeper more affecting client relationship.
NOTE: Non-members completing this course for CFP CE credit will be able to download a certificate of completion and self-report the credit to the CFP Board. FPA is not able to report CE credit for non-members.
Level of Complexity: Intermediate
April 25, 2017
Financial Planning Association
CFP CE: 1.00
This course is presented free of charge.