Foundation series


New webinar series aims to improve education and training opportunities for financial advisors and will qualify for CE credits

Washington, DC, Aug. 10, 2022 (GLOBE NEWSWIRE) — The Foundation for Financial Planning (FFP), a 501(c)(3) nonprofit organization dedicated to expanding access to pro bono financial planning for those in crisis or in need, is partnering with the Financial Behavior Keynote Group to launch a series of free webinars focused on developing soft skills for advisors, specifically targeting those who work with pro bono clients. Starting in September, the series of four webinars will cover:

  • Diversity and inclusion: empathy or sympathy?*

  • Leverage customer strengths to create behavior change*

  • The Psychology of Money: Understanding a Client’s Financial Decisions**

    • With Dr. Mary Bell Carlson, CFP®, AFC® on January 18, 2023 at 1 p.m. ET

  • Helping Clients Overcome Money Anxiety**

    • With Ryan Law, CFP®, AFC® on March 15, 2023 at 1 p.m. ET

Dr. Mary Bell Carlson, CFP®, AFC®, President of the Financial Behavior Keynote Group, says, “Influencing client behavior is a critical part of any financial advisor’s role and can be particularly important in the pro bono context. A volunteer pro bono counselor can be more effective if they understand the emotional and psychological factors associated with financial behaviors, especially when dealing with clients who are experiencing financial difficulties and who may have never dealt with a trusted financial services professional.

While the webinars are aimed at advisors doing pro bono work, the sessions are open to all financial advisors who want to elevate their emotional intelligence. The series is part of FFP’s education and training offerings, helping financial planners develop skills and techniques to meet the needs of all clients, regardless of income level. The series of four webinars is sponsored by BlackRock.

Upcoming presentations by Dr. Thomas and Dr. Archuleta have been approved for CFP® CE credit, with both 2023 presentations currently awaiting approval. In addition to educational webinars, FFP offers a variety of resources to help volunteers meet the needs of underserved populations, including volunteer financial planning training, toolkits, worksheets, and more.

Jon Dauphiné, Managing Director of the Foundation for Financial Planning, adds, “We are delighted that the experts at the Financial Behavior Keynote Group are collaborating with FFP to make this webinar series possible. This fantastic offer will complement FFP’s ongoing efforts to provide free training and skills development for pro bono volunteers.

Advisors can learn more and register for individual webinars by visiting

*Qualifies for CE credits

** Pending approval for CE credits

Learn more about webinars

First session: Diversity and inclusion: empathy or sympathy?

September 7, 2022

Dr. Michael G. Thomas Jr.. is a Certified Financial Advisor (AFC®) and a lecturer at the University of Georgia. His research focuses on financial empathy, the effects of data visualization on financial behavior, and the link between brain function and money. Dr. Thomas’ long-term goal is to help underserved communities establish, grow, and maintain wealth using an intra- and inter-family wealth creation process.

Dr. Thomas uses the Empathy and Compassion Platform to illustrate how diversity and inclusion efforts are most effective from a place of empathy – not sympathy. In this talk, he unpacks the differences between empathy and sympathy, the effects on diversity and inclusion based on these lenses, and how to effectively use empathy in your diversity and inclusion efforts.

Session 2: Harnessing Customer Strengths to Create Behavior Change

November 3, 2022

Dr. Kristy Archuleta is an internationally recognized and award-winning Professor of Financial Planning at the University of Georgia, a Certified Marriage and Family Therapist, and a Certified-I™ Financial Therapist. Recognized for her contributions to the development of financial therapy, she is co-founder of the Financial Therapy Association, the financial therapy journal, and the nation’s first academic financial therapy program. She currently serves on the board of directors of the National Association of Personal Financial Advisors, the certification committee of the Financial Therapy Association and three editorial review committees.

Financial therapy is the integration of emotion, thoughts, behavior, relationships and its effect on financial and general well-being. Financial therapists tap into one or more of these areas to help clients make changes to improve the financial and overall well-being of the individual, couple, and family. This presentation introduces the basic concepts of financial therapy, including what it is, clients’ financial beliefs, 2-3 tools that professionals can implement with their clients, and how to collaborate with a financial therapist.

Session Three: The Psychology of Money: Understanding a Client’s Financial Decisions

January 18, 2023

Dr. Mary Bell Carlson, Call for proposals®CIF® is a well-known financial behavior expert and speaker and author. Mary has worked in the military and government sectors for over a decade, helping improve the personal finances of her clients. Mary founded Chief Financial, a personal finance education blog to help other busy moms. She is also a co-host of the Real Money, Real Experts podcast and an adjunct faculty member of the financial planning programs at the University of Georgia and Texas Tech University.

Recognition of the impact of psychology on financial decisions continues to grow, as evidenced by the recent decision by the CFP Board to include psychology items in the updated CFP® exam. This webinar will focus on the impact of psychology on clients’ financial decisions, emphasizing essential elements of communication that can be applied directly in practice.

Session Four: Helping Clients Overcome Money Anxiety

March 15, 2023

Ryan’s Law, Call for proposals® and AFC®, is the director of the Money Success Center at Utah Valley University (UVU). An award-winning educator, teaching financial counseling courses through UVU’s Personal Financial Planning Program, Ryan is also the author of the book “Student Loan Planning” and co-editor of the book “Financial Counseling.”

Money consistently tops the list of sources of stress for Americans. Money is also the main cause of stress in relationships. In this presentation, Ryan will discuss money anxiety and methods financial advisors can use to help their clients overcome money anxiety through education, the physical environment of office, money awareness and communication skills.

About the Financial Planning Foundation

The Foundation for Financial Planning (FFP) is a Washington, D.C.-based 501(c)(3) charitable organization dedicated solely to supporting the provision of pro bono financial planning to at-risk populations, including active military personnel. and injured veterans, people with cancer and other serious medical diagnoses, seniors and family caregivers, low-income people and their families, survivors of domestic violence, and many more. Dedicated to fueling pro bono financial planning, FFP has provided more than $8.3 million in grants to national and community pro bono programs; worked with partners to engage more than 24,000 financial planners to volunteer their time and talents; and acted as a leader and catalyst in fostering a rich tradition of pro bono service in the financial planning profession. Visit to learn more.

About the Financial Behavior Lead Group

Financial Behavior Keynote Group, LLC was founded in 2022 as a consortium of financial behavior experts who have spent years studying financial behavior and implementing proven solutions for clients. It is a team of full-service speakers and consultants catering to financial planning, coaching, counseling and therapy professionals. Visit to learn more.

CONTACT: Kate Rambo FiComm Partners for FFP 617-794-3825 [email protected]