MBFW Continuing Education for Financial Advisors
Financial advisors play a critical role in the lives of their clients. The support and guidance advisors offer at each step of the financial planning process is often essential to a client’s financial health and welfare, their ability to meet fundamental needs and obligations, and pursue cherish interests, goals, and dreams.
We offer a catalogue of unique continuing education programs that can empower your work as a financial advisor and add value to the services you provide to your clients.
The MBFW program provides financial advisors a unique learning opportunity to experience the benefits of mindfulness first-hand, and recognize its usefulness to the financial advisement workplace and financial well-being.
Discovering a True Return on Investment with Mindfulness
The Mindful Financial Advisor Program is a two-hour, on-site continuing education program designed for Financial Advisors. The program introduces mindfulness, explains how it works and describes the benefits of mindfulness to financial advisors.
The Mindful Financial Advisor Retreat is a special chance to spend a full-day learning about mindfulness, practicing mindfulness techniques, and coming to understand how mindfulness can advance your work and support your life.
Framework, Philosophy & Approach to Personal Finance
The Financial Wellness Program is a one-hour, on-site continuing education program that introduces the wellness framework and philosophy to financial advisors. The course focuses on financial wellness and its applicability to the financial planning process.