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

Course Information
Course Date:
April 25, 2017
Course Objectives
  • Recognize the skills and actions needed to bridge generational differences and develop a financial planning engagement steeped in honesty and trust.
  • Demonstrate a sampling of way-of-being and spiritual intelligence skills.
  • Explain how the skills and actions attribute to a planner's way-of-being, and how their level of spiritual intelligence can be applied within a financial planning engagement.
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
Products
Streaming
This course is presented free of charge.