Resource Center: Professional Development


Understanding Your Client's Relationship with Money

June 05, 2018 @ 11-12:30PM EST

Approved for 1.5 CEUs for AFCPE Professionals

This webinar will begin with a discussion of the importance of understanding a client’s relationship with money and different types of money struggles that people have and three primary reasons why they struggle emotionally with money. Money behavior continuums will be presented, along with factors that affect spending and saving including values, heuristics, environmental money messages, money “baggage,” money scripts, and various classifications of money personalities. The webinar will conclude with a description of over a dozen assessment tools to use with clients and other resource materials.This webinar is the first in a 3-day Virtual Learning Event hosted by the Military Families Learning Network's Personal Finance team.

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