IDFA Online Learning
Masterclass on Life Transitions for CDFA Professionals
Recorded On: 09/20/2023
There are two sides to life-altering events, the technical and the ‘other’ side, the personal. You have in-depth training on the technical side, you also see the struggles clients have following your advice and reshaping their post-divorce lives. This workshop is designed for you to experience the skills and tools for all four transition stages of a client’s divorce.
Within each life event, there will be a series of decisions to be made. Each decision has consequences, these consequences form the layers of the next chapter life. This is a deeply human experience that transcends the linear process of traditional financial planning. On the personal side, the uncertainties that naturally arise do not have fixed solutions, we need to learn to shift from being the experts to being thinking partners.
In this session, you will have the opportunity to lean into your own experience of change and come away with a deeper understanding of the inherent challenges and opportunities you and your client face each time life pivots.
Learn three processes to understand how you ‘do’ change. Take what you learn in this session back to your practice to help clients ‘do’ their best version of leaning into change and making each life transitions count.
- Experience the value of three repeatable transition tools for communication, decision-making, and managing expectation.
- Learn two structures for meaningful and sometimes difficult conversations.
- Understand the four stages of transitions in the context of divorce financial planning.
- Build your personal transition system to create your own checklist for each time life pivots.
Approved for Two (2) hours of CDFA CE Credit.
Please note that the conference is live and in-person in Dallas, TX. All schedules shown in the conference agenda are in central standard, and you may access the agenda document via the "handouts" tab of your conference package registration. Please contact the Fairmont Dallas at 214-720-5315 to book a stay for the conference.
Susan is the founder of the Sudden Money® Institute, which develops processes and tools for the personal side of money and for clients going through transitions. The group created the Certified Financial Transitionist® (CeFT®) designation, and a division for training and certification called the Financial Transitionist® Institute. Susan speaks frequently in the US as well as internationally, and is the author of Sudden Money: Managing a Financial Windfall (Wiley 2000). Susan has served as a member of the FPA’s National Board of Directors, as well as on the National Football League’s Players Association's Financial Education Advisory Board.