Course curriculum

    1. Meet Nate and Khara

    2. How'd You Find Us?

    1. Learning Objectives

    2. Building Blocks of Client Work

    1. Broaching and Identities

    2. Reflection of Feeling and Active Listening

    3. Open and Closed Questions

    4. Rapport Building Role Play

    5. Handout: Self-of-Helper Reflection

    1. Maslow's Hierarchy and Stages of Change

    2. Gentle Challenging

    3. Immediacy and Self-Disclosure

    4. Coping Skills Practice

    5. Fostering Change Role Play

    1. Action Interventions

    2. Action Interventions Role Play

    1. Course Wrap Up and Resources

    2. Mastering Soft Skills for Financial Professionals Competency Quiz

    3. Mastering Soft Skills for Financial Professionals Course Feedback

    4. Certificate of Completion

About this course

  • $199.00
  • 20 lessons

Enhance Your Financial Therapy Skills Today!

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