MRI COMFORT WITH RISK SPECIALIST PROGRAM
Equips financial advisors with practical tools to interpret and apply behavioral risk insights in client engagements. Participants learn to integrate MRI results into portfolio construction, planning recommendations, and ongoing client conversations — aligning strategy with each client's comfort with uncertainty, volatility, and decision-making tendencies.
LEARNING OUTCOMES
- Interpret MRI Comfort with Risk™ results and identify key behavioral risk patterns.
- Map client risk scores to appropriate portfolio benchmarks and planning strategies.
- Apply MRI insights to enhance client conversations, recommendations, and relationship management.
DURATION: 2–3 hoursCE CREDITS1.0 (pending)
Financial Risk Tolerance Specialist Program
Equips financial advisors with practical tools to interpret and apply behavioral risk insights in client engagements. Participants learn to integrate MRI results into portfolio construction, planning recommendations, and ongoing client conversations — aligning strategy with each client's comfort with uncertainty, volatility, and decision-making tendencies.
LEARNING OUTCOMES
- Interpret MRI Comfort with Risk™ results and identify key behavioral risk patterns.
- Map client risk scores to appropriate portfolio benchmarks and planning strategies.
- Apply MRI insights to enhance client conversations, recommendations, and relationship management.
DURATION: 2–3 hours
CE CREDITS1.0 (pending)
PROLIFIC!
Detail your
Designed to help employees and organizations minimize distractions and maximize productivity and creativity. Offered online and through virtual and in-person workshops, PROLIFIC walks teams through the everyday distractions that limit an organization's ability to meet its goals — and provides practical tools to reclaim focus, communication, and momentum.
TOPICS COVERED
- Your distracting environment and the multitasking myth.
- Managing interruptions, the cost of incivility, and communication.
- Goals, motivation, and working (and succeeding) at home.
Individual Enrollment: $39
GOALS-BASED PLANNING SPECIALIST PROGRAM
This course introduces a structured, psychology-informed approach to goal formation, evaluation, and achievement within financial planning and personal decision-making. Participants will learn how to move beyond surface-level goals (e.g., retirement, wealth accumulation) and uncover deeper, identity-driven motivations that sustain long-term engagement. The course emphasizes the dynamic nature of goals, framing the “finish line” not as an endpoint, but as a transition into new phases of purpose and direction. Through applied frameworks, participants will develop the skills to design meaningful goals, identify psychological barriers, and guide individuals or clients toward more intentional, adaptive goal pursuit.
Learning Objectives
By the end of this course, participants will be able to:
· Differentiate between externally imposed goals and intrinsically meaningful, identity-based goals
· Apply a structured framework to help individuals clarify, articulate, and prioritize goals
· Analyze the psychological drivers of goal pursuit, including motivation, avoidance, and emotional conflict
· Identify common obstacles to goal achievement (e.g., ambiguity, misalignment, shifting identity) and strategies to address them
· Integrate goals into a broader financial planning or life-planning context
· Facilitate more effective goal-based conversations with clients throughout the planning process.
Enrollment: $39
Course duration: 1 hour
CE credits: 1.0 (pending)
