Guide your clients to discover and deliver their lives of greatest meaning.

This 2-Day course dives into the psychology of money through listening exercises and illustrative storytelling of the Seven Stages philosophy.

Eligible for CPD Points/17.0 hours in UK
Provides 10 CEUs for CFPs

Are you tired of your clients not following through on your financial planning advice? This 2-Day course dives into the psychology of money and the innocent/habitual messages on which clients base their financial decisions. After going through a series of listening exercises and illustrative storytelling of the Seven Stages philosophy, you’ll be able to recognize the signs of each of the stages and how to best support your client’s unique situation. Graduates find themselves to be better listeners and better equipped to facilitate the emotional highs and lows that naturally arise in client conversations. It introduces the EVOKE® Life Planning methodology as a framework for prompting open-ended conversations that help you know your client and how they ascribe meaning to money. EVOKE® is a signature series of meetings that help you guide clients to discover and live into their lives of greatest meaning. (911 characters)

This course is a companion to George Kinder’s book, The Seven Stages of Money Maturity, which pioneered the financial life planning movement over 20 years ago. This is a course that benefits you both personally and professionally to become more independent and assured in your relationship with money. Use the Seven Stages to control money’s purpose instead of it controlling you. 

Course Topics

  • Seven Stages Overview
    • Innocence
    • Pain
    • Knowledge
    • Understanding
    • Vigor
    • Vision
    • Aloha
  • Inner Listening Exercises
  • Experiential Practice with a Partner
  • How to facilitate Kinder Institute’s Life Planning Exercises 
    • Three Questions
    • Heart’s Core Grid
    • Ideal Day/Week/Year
    • Goals for Your Life
  • EVOKE Life Planning Tie-In

Here’s what participants are saying

“I found my people. My torch has been lit. The Seven Stages of Money Maturity® Training was a beautiful experience and an opportunity to change the world through true listening.”

Amy Duncan

“The Seven Stages of Money Maturity® Training is an incredibly valuable introductory experience for anyone who wants to inspire others to live their most fulfilled life.

–Spenser Liszt

“If you want to bring your IFA business into the 21st century, you owe it to your clients, but more importantly to yourself, to attend the Seven Stages of Money Maturity® Training.”

–Rajesh Modha