Produced By: Ensombl
Karen is the CEO and Founder of Women Talking Finance and a Certified Money Coach. She and James discuss the benefits of money coaching, and how financial advisers can integrate it into their practice to better understand and support clients’ emotional and psychological relationship with money.
Accreditation Points Allocation:
Technical Competence 0.2
Client Care and Practice 0.1
Professionalism and Ethics 0.2
Total CPD Points: 0.50