Continuing Education for Financial Advisors

The Mindful Financial Advisor Retreat

8 Continuing Education Hours
Click here for professional association continuing education sponsor approval list

Workshop Description:

Learn how developing mindfulness can empower your work as a financial advisor.

Mindfulness is a form of mental practice or exercise that cultivates our capacities of attention and awareness.

Practicing mindfulness helps us to become more attentive to and aware of what’s happening in the present moment. With greater present moment attention and awareness, our understanding of what is at play and what is needed grows. The net result is we are better positioned to make wiser decisions and take more skillful actions.

Research indicates mindfulness supports improved workplace performance, enhanced relationship skills, and enriched self-care. All key ingredients to effective client service and professional success.


  • What mindfulness is and what it isn’t
  • Gain an understanding of how mindfulness works
  • Understand how mindfulness is beneficial
  • Practice mindfulness exercises
  • Identify ways to incorporate mindfulness into the workplace


We currently have retreats scheduled for June 6th and December 12th. To sign up, or get addition information please use the form below.

Please email us with any questions or to request updates on future Mindfulness-Based Financial Wellness programs.
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