Brian Portnoy, Ph.D., CFA, Founder, Shaping Wealth LLC
A series of 3 online seminars: 60 minute interactive webinars.
Recordings, slides and other resources will be available to all registered.
06 October - The Meaning and Expressions of Financial Wellness
13 October - Modelling Financial Wellness
20 October - Rigorous Empathy
Members: £85 + VAT ($92 approx)
Non-Members including 1-year AC Associate membership: £135 + VAT ($145 approx) **
** This offer applies only to those who wish to become AC members.
It cannot be used towards the renewal of current AC membership.
If you are not a member of the AC and/or not currently on our mailing list, by registering for this event you are agreeing to be added to our mailing list. You can opt out of receiving communications from the AC at any time by following the unsubscribe link at the bottom of any of our emails.
Coaching Financial Wellness
Financial wellness is a multi-faceted experience, covering everything from the ability to pay the monthly bills, to having a clear understanding of how one's relationship to money fits into a meaningful life.
Compared to physical, emotional, and spiritual well-being, discussions of finance can be intimidating and uncomfortable, despite money's undeniable and unavoidable impact on our lives.
This webinar series will provide you with a clearly marked road map to navigate 'money life'. We will define core concepts and introduce a series of mental models that simplify our complex financial reality. Along the way, we will destigmatize the discussion of money, both personally and professionally.
This webinar series is aimed at Coaches wanting to better understand financial wellness, not only as another tool in their coaching toolkit but also for their personal journey.
Coaches will be better equipped to help their clients - and themselves - avoid mistakes, form better habits, and connect financial wellness to other sources of achievement and meaning.
In this webinar series you will learn:
About the four core expressions of financial wellness,
including the idea of “funded contentment.” We will indulge some of the current
neuroscience research on the "future self" and its usefulness in enriching
our sense of financial wellness
Why each of us has a "script" which defines our relationship to money, how to consciously understand that script, and how to edit our story for personal growth
A 3-stage coaching model which connects the defining
purpose, setting life (including financial) priorities, and making sound
How to comfortably and safely introduce money-related topics into your coaching practice without the need for any expertise in finance or economics
We will also consider key learning points such as:
How the multi-trillion-dollar financial advice industry is experimenting with "goals-based wealth management" and how the expertise of properly trained and certified coaching professional s might dovetail with that movement
The relevance of expectations management for achieving financial wellness. Well beyond the stock market, our lives are filled with "benchmarks" and how we choose to define, manage, and update them has a material impact on our happiness
Topics and schedule for the webinar series
**Live webinars will take place at 13.00 BST on the above-mentioned dates.
Webinar 1: The Meaning and
Expressions of Financial Wellness
Because money can be such a difficult topic, both analytically and emotionally, we'll create to comfortably explore the contours of "money life".
That will include:
- its 7 different expressions
- connections to other forms of wellbeing (physical, emotional)
- importance of exploring often sub-conscious beliefs and "scripts"
Webinar 2: Modeling Financial Wellness
In this session, we will work through a fully developed financial wellness coaching model. It is modular in nature, with built-in opportunities for customization and personal expression. The model's meta-narrative is that true wealth (i.e.,
the ability to underwrite a meaningful life, or "funded contentment") is the result.
Webinar 3: Rigorous Empathy
In the third and final session, we will explore several ways in which coaches without deep financial expertise can introduce financial wellness into their broader practice. We will engage in exercises to illuminate and hopefully inspire these skills.
Recordings and slides will be made available for all registered participants.
It would be advantageous to have read Brian's book, The Geometry of Wealth before
the sessions. Registered participants will be offered a code for a 35% discount off the printed or eBook through the publisher, Harriman House in their booking confirmation.
We will engage in a wide range of exercises to unpack money stories, think about "funded contentment," and introduce financial wellness into our broader coaching practices. We will distribute worksheets, templates, and other tools to facilitate these exercises.
Brian Portnoy, Ph.D., CFA helps people simplify the complex world of money. He founded Shaping Wealth, a financial wellness company, to work with: financial advisors offering holistic planning solutions for clients; organizations elevating employees or members; and families seeking to not only make better financial decisions but figure out how money fits into a meaningful life
In his bestselling books, The Geometry of Wealth and The Investors Paradox, Brian articulates how we can align purpose with planning. As an expert in behavioral finance, he has been a keynote speaker, seminar leader, and coach to thousands of investors on topics ranging from portfolio strategy to the connection between money and happiness.
For more than two decades, Brian held senior investment and education roles throughout the hedge fund and mutual fund industries. As a fierce advocate for financial literacy, he serves on the board of the Alliance for Decision Education. Brian is a CFA Charterholder, holds an undergraduate degree from the University of Michigan, and earned his doctorate at the University of Chicago. He lives in Chicago with his wife and three teenage kids.
All AC continuous professional development events are good value and offer a special price for AC members.
£85 + VAT
£135 + VAT to gain full access to the series + ONE YEAR Associate Membership with the Association for Coaching
Please note that you will be charged in British
Pounds. However for Worldwide Members £85 (no VAT applicable to Worldwide participants)
= $92 and Worldwide Non-members £135 (no VAT applicable to Worldwide participants) = $145
Approximate currency conversion based on rates
at the time of publishing.
Included in the price:
3 x 60-minute interactive virtual seminar with Brian Portnoy;
Pre and post resources to explore the concepts and apply your learning
- Recordings of all webinars and a copy of the slides for your library
A Continuous Professional Development (CPD) Certificate at the end of the series
- One-year Associate Membership with the Association for Coaching (if you are not already a member)
For any questions, please contact us at email@example.com