The Seven Stages of Money Maturity® Training
Wednesday, September 10 – Thursday, September 11, 2025 | 9am – 5:30pm
Provides 10 CEs for CFP® professionals.
Presented by Mary Zimmerman
Cape Town, SA
Learn how to guide clients to discover what drives their relationship to money and how to change those dynamics to create greater, more meaningful lives.
This two-day course dives into peoples’ actual decision-drivers and unexamined biases toward money, using listening exercises and storytelling based on The Seven Stages of Money Maturity philosophy. You’ll learn how to guide clients to discover their decision-making processes, biases, and assumptions around money, so they can work with you to create greater agency and meaning in their lives.
Many financial planners and their clients struggle with understanding what keeps clients from following through on financial plans and advice. This course teaches you to help them uncover their unexamined financial habits and give them a deeper understanding of what drives – or could drive – their relationship to money. When clients understand more about why they make financial decisions, and can discuss those issues, you can work with them to make more empowering financial plans.
After going through a series of listening exercises and learning from stories that demonstrate the Seven Stages progression, you’ll be able to recognize each stage in your clients’ situations and be able to offer your best planning and support for each unique combination. You’ll become a better listener and will learn how to more deeply understand clients’ – and your own – attitudes, biases, and habits around money.
This course also introduces the EVOKE Life Planning methodology as a framework for facilitating empathetic, open-ended conversations with clients to help them discover the meaning they give to money in their lives, and why. (This course can, however, be taken after the EVOKE course.)
More than 20 years ago, George Kinder’s book, The Seven Stages of Money Maturity, launched the financial life planning movement, and the ideas in it still fuel this course, while having been continuously adapted, improved, and refined for changing circumstances. The core philosophy of this curriculum is that people can learn to control what money means to and can do for them instead of being controlled by it. When you finish this course, you’ll be more aware of and confident in your individual, independent relationship with money, both personally and as a financial professional, and will be able to guide clients through the same process.
$1,429 Standard Rate
Receive 20% off the course fee when you use promo code SASS2025 at checkout
FREE Information Session
Wednesday, August 13, 2025, 4pm SAST, Online
Presented by Louis van der Merwe & Mary Zimmerman
Do you want to support your clients’ life ambitions?
Do you want your clients to FOLLOW THROUGH with their financial plans?
Do you understand your own money stories?
Our two-day course, The Seven Stages of Money Maturity® Training, teaches advisors to recognize the human dimensions of money such as self-sabotaging behavior, inappropriate risk-taking, lack of interest in executing a plan, and goal confusion – and how to address them to create greater agency and meaning in their lives.
If you’ve been curious about attending The Seven Stages of Money Maturity® Training, we invite you to participate in our upcoming information session hosted by Louis van der Merwe with Kinder Institute trainer Mary Zimmerman. They will discuss why the course is integral to the development of any financial planner, how it helps you understand your own relationship with money, and why it is a key element of the Registered Life Planner® designation curriculum.
Bring your questions, they’re eager to answer them!
Meet Your Presenter:
Mary Zimmerman has a passion for talking about money and meaning. This passion has taken her around the globe, most recently to India, to lead The Seven Stages of Money Maturity® Training, based on the work of George Kinder. She is the owner of PATH Financial Strategies, LLC, in Chandler, Arizona. PATH is an acronym for “planning at the heart.” Mary is one of the founding members of the Kinder Institute of Life Planning and is the first certified faculty member of the Institute in the United States. She is an active Board Member of the Financial Planning Association Arizona and is trained in The Art of Hosting Conversations about Money. She is certified in Levels I and II of Spiral Dynamics. Mary is a member of the National Association of Tax Professionals, the National Society of Accountants, American Mensa, and the Nazrudin Project, a global think-tank of CFP® professionals and others dedicated to the human and spiritual aspects of money.
"The Seven Stages of Money Maturity Training will empower you to help clients and others live more fulfilling lives. In two days, I learned so much about myself and how to communicate at a deeper level. I am incredibly inspired and excited about my work and am eager to become certified as an RLP®."
"The Seven Stages of Money Maturity training from the Kinder Institute of Life Planning has been a transformative experience for me as a financial professional. It deepened my understanding of the emotional and psychological dimensions of money, equipping me with tools to connect with clients on a profoundly human level. The program not only enhanced my ability to guide clients through their financial journeys with empathy and purpose but also helped me reflect on my own relationship with money."
