Financial Communication & Client Interviewing

Financial Communication & Client Interviewing
Monday, June 17, 2019 - Sunday, August 11, 2019

Audience: Executives, managers, professionals, supervisors 
Method: Online
Instructors: Brad Klontz
Registration deadline: 6/17/19
Cost: $2,550

This course is designed to develop knowledge and skills for personal financial planners, business professionals, coaches, counselors and therapists to help them improve their client communication and interviewing skills. This course examines the practical application of advanced communication and interviewing skills. This course introduces students to:

  • Speaking the language of the subconscious
  • The psychology of optimal client experiences (internal and external factors)
  • Methods of establishing rapport
  • Exquisite Listening® techniques
  • The use of open-ended inquiries, active listening and summarizing
  • Understanding client ambivalence to change
  • Techniques to overcome client resistance to change
  • Neurolinguistic programming
  • Motivational interviewing

This is an online course through Creighton University worth 3 credits. It is one of five courses in the Certificate in Financial Psychology & Behavioral Finance.

Student interactions and viewpoints are a vital part of our rich learning environment. For this reason, Creighton reserves the right to cancel courses and issue refunds in the case of low registration numbers.