Threads of Influence: Bias, Countertransference and Transference in Practice

*Preapproved for 1 hour of AFCPE® Ethics CEU and 1 hour of CFP® CE

As a financial counselor, coach or planner, your influence as a professional is undeniable. Join us for an engaging discussion in “Threads of Influence,” where we explore the complex interplay of personal backgrounds, experiences, and beliefs in your work with clients. Discover how these factors impact client outcomes and relationships, and why it’s crucial to minimize their influence ethically.

This presentation delves into key ethical considerations, such as making suggestions, avoiding option exclusions and addressing biases head-on. We’ll also shine a light on the intricate dynamics of transference and countertransference, providing practical strategies to navigate these psychological threads.

This interactive session encourages you to share real-world examples of how you manage biases in the financial field, fostering a rich and enlightening discussion. Join us to elevate your ethical practice, enhance client relationships, and deliver more effective financial counseling, coaching and planning.

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