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Free cpe webinars
Understanding Money Types: A Course for Advisors

UNDERSTANDING MONEY TYPES: A COURSE FOR ADVISORS

Available Date(s)
Wednesday, March 20, 2024: 5:00PM EDT

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Personal Development
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

As advisors, part of the client relationship is balancing expertise and empathy. Money can be an emotional topic for some people, and understanding your clients' money types can help you serve them better and create a healthier, more productive relationship. 

Learning Objectives:


  • Identify the money types

  • Recognize the characteristics of each money type

  • Determine how understanding money types can be used in the client relationship

Understanding money types begins by understanding our own relationship with money. Take the money type quiz in advance here
Linkedin

Robina Bennion, CPA

Robina Bennion
Certified Money Coach, Certified Business Archetype Coach
robina@robinabennion.com
(916) 761-3610

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As a relationship coach for your soul, your self, and your money, Robina holds a place for her clients to invest in who they truly are, what they value most, and transform their relationship with money.

Robina’s work doesn’t stop at the personal level with her clients. Her work helps people to transform relationships in all corners of their world.  People often believe money is a stand-alone issue within any relationship and don’t realize each person’s beliefs and behaviors can impact a personal relationships, careers, running a business, and day-to-day interactions. 

Through one-on-one or group sessions, Robina uses a Soul-Self-Wealth approach to help clients get to the foundation of where decisions are being made from, goals are being set, and actions are being taken.  Providing a space for this new perspective and awareness helps clients create new behaviors and unblock barriers to their soul purpose, authentic self, and the wealth they are worthy of making and receiving. 

Robina believes business and life can be done differently and uses her decades of business knowledge and intuitive gifts to guide her clients in creating a sustainable business/career and life.

EXPERTISE

Certified Money Coach (CMC) ® 

Certified Business Archetype Coach

Practiced in public accounting as a

Certified Public Accountant for over two decades

Ramsey Solutions Master Financial Coach

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Robina bennion logo
I AM A RELATIONSHIP COACH FOR YOUR SOUL, YOUR SELF, AND YOUR MONEY

I hold a place for you to invest in who you truly are, what you value most, and how you tend to yourself and the ones you love.

With a focus on belief infusion I help you bridge your goals and your reality, quiet the emotional storm inside, and transform your relationship with money.