Webinar 2016-208: Positive Psychology: Theory and Practice in Financial Therapy

October 7, 2016 (1:00 PM EDT, 12:00 CDT, 11:00 MDT, and 10:00 PDT)


  
  • Webinar Description:
  • This webinar introduces positive psychology and how it can be applied to improve clients’ quality of life and sense of well-being through the practice of financial therapy. Specifically, this session will present a well-being framework called Well-Being Theory (Seligman, 2012), discuss tools and resources from positive psychology that are applicable to financial therapy, and provide examples for how positive psychology can be integrated into practice.
  • CEUs:
    • AFC® - Application has been approved for one (1) hour of AFC® credit.
    • CFP® - Application has been approved for one (1) hour of CFP® credit.
    • Mental Health CEUs - Application has been approved for (1) hour of LMFT, LMHC, LCSW credits through the Florida Board. 
  • Who Should Attend: This webinar is designed primarily for experienced practitioners in both of the following fields of practice and in academia:
    • Financial Professionals
    • Mental Health Professionals
  • Cost: $25 Non-members, $10 Members, $5 Student Members
  • Levels: This session is best suited for bachelors, masters and/or doctoral prepared attendees.
  • At the end of this session, participants should be able to:
    • Understand what positive psychology is and how positive psychology supports the financial planning process
    • Identify theory and scientifically grounded tools, resources, and exercises from positive psychology that contribute to client well-being
    • Understand how to integrate positive psychology into financial therapy practice

About the Presenter - Sarah Asebedo, PhD, CFP®

Read Resume HERE

Sarah Asebedo is an Assistant Professor of Personal Financial Planning with Texas Tech University. With extensive financial planning practitioner experience, her goal is to connect research and practice with a focus on the relationship between psychological attributes, financial conflicts, and financial behavior. Her work has been published in the Journal of Financial Planning, Journal of Financial Therapy, Journal of Financial Counseling and Planning, and Financial Planning Review. Sarah currently serves as President-Elect for the Financial Therapy Association. She earned her PhD in Personal Financial Planning from Kansas State University.

 

Topical Outline 

  1. Introduction to Positive Psychology
  2. Well-being theory
  3. Positive psychological exercises
  4. Tools and resources for integration into practice

Reference List

  • Asebedo, S. D., & Seay, M. C. (2015). From functioning to flourishing: Applying positive psychology to financial planning. Journal of Financial Planning, 28(11), 50-58.
  • Seligman, Martin E. (2012). Flourish: A Visionary New Understanding of Happiness and Well-being. New York, NY: Simon and Schuster.
  • Peterson, Christopher, and Nansook Park. 2003. “Positive psychology as the evenhanded positive psychologist views it.” Psychological Inquiry 14 (2): 143-147
  • Seligman, Martin E. (2011). Learned Optimism: How to Change your Mind and Your Life. New York, NY: Random House Digital, Inc. University of Pennsylvania. 2015a. “Home.” Positive Psychology Center. Retrieved from http://www.positivepsychology.org
  • University of Pennsylvania. 2015b. “Questionnaire Center.” Authentic Happiness. Retrieved from https://www.authentichappiness.sas.upenn.edu/testcenter
  • University of Pennsylvania. 2015c. “Resources/Questionnaires for Researchers.” Positive Psychology Center. Retrieved from http://www.positivepsychology.org/resources/questionnaires-researchers
  • VIA Institute on Character. 2015. “Home.” VIA Institute on Character. Retrieved from http://www.viacharacter.org/www/

CFP® Objectives

B.8. Financial planning process

a. Describe the personal financial planning process as defined by the Financial Planning Practice Standards

B.15. Financial planning process 

a. Explain the applications of counseling theory to financial planning practice.

e. Select appropriate counseling and communication techniques for use with individual clients. 

 Participant Objectives

 At the end of this program, both the financial and mental health participant will be able to:

  • Define positive psychology and describe how positive psychology supports the financial planning process.
  • Identify theory and apply scientifically grounded tools, resources, and exercises from positive psychology that can contribute to client well-being.
  • Describe how to integrate positive psychology into financial therapy practice.
  • Communicate with clients utilizing positive psychology approaches

Registration Notes: Registration fee is due and payable upon registration. Cancellations are accepted through October 7, 2016 and will incur a $5.00 administrative charge. Login information will be sent about three days before the webinar. In order to receive your CEU credit, you must login with your full name.

Register Here

  • FTA Professional Members: $10
  • FTA Student Members: $5
  • Non-members: $25 Please consider joining FTA! Click here: Membership