The Seven Stages of Money Maturity® Training (Online)

Learn how to guide clients to discover what drives their relationship to money and how to change those dynamics to create greater, more meaningful lives.

1 of 3 REGISTERED LIFE PLANNER® courses.
Provides 10 CE hours for CFP® professionals.
Eligible for CPD Points/17.0 hours in the U.K.

The Seven Stages of Money Maturity Training is also offered as an in-person course.

This two-day course dives into peoples’ actual decision-drivers and unexamined biases toward money, using listening exercises and storytelling based on The Seven Stages of Money Maturity philosophy. You’ll learn how to guide clients to discover their decision-making processes, biases, and assumptions around money, so they can work with you to create greater agency and meaning in their lives.

Many financial planners and their clients struggle with understanding what keeps clients from following through on financial plans and advice. This course teaches you to help them uncover their unexamined financial habits and give them a deeper understanding of what drives – or could drive – their relationship to money. When clients understand more about why they make financial decisions, and can discuss those issues, you can work with them to make more empowering financial plans.

After going through a series of listening exercises and learning from stories that demonstrate the Seven Stages progression, you’ll be able to recognize each stage in your clients’ situations and be able to offer your best planning and support for each unique combination. You’ll become a better listener and will learn how to more deeply understand clients’ – and your own – attitudes, biases, and habits around money.

This course also introduces the EVOKE Life Planning methodology as a framework for facilitating empathetic, open-ended conversations with clients to help them discover the meaning they give to money in their lives, and why. (This course can, however, be taken after the EVOKE course.)

More than 20 years ago, George Kinder’s book, “The Seven Stages of Money Maturity,” launched the financial life planning movement, and the ideas in it still fuel this course, while having been continuously adapted, improved, and refined for changing circumstances. The core philosophy of this curriculum is that people can learn to control what money means to and can do for them instead of being controlled by it. When you finish this course, you’ll be more aware of and confident in your individual, independent relationship with money, both personally and as a financial professional, and will be able to guide clients through the same process.

Earn your Registered Life Planner® designation and receive the best value on all three courses when you book the RLP® Package! Learn more!

"An excellent two days of new learning! A must for any financial planner looking to improve and deepen client relationships!"

CASEY MILLS
Founder, TFP Financial Planning Ltd