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myCPE

The Financial Mindset Fix: How to Emancipate Yourself and Your Clients with Abundant Thinking 1 Credit

Feb 26, 2024, 09:30 AM ET

The Financial Mindset Fix: How to Emancipate Yourself and Your Clients with Abundant Thinking 1 Credit

  • Rating

    4.4
  • Reviewed on

    February, 2024
  • Subject Area

    Personal Development

Select your learning mode

  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate
Feb 26, 2024, 09:30 AM ET

Learning Objective

  • To describe the intrinsic relationship between mental and financial health.
  • To identify a scarcity mindset and explain how to cultivate abundant thoughts using CBT techniques.
  • To define and identify the impact of financial trauma and financially triggered PTSD.
  • To integrate at least two tools to help improve your clients’ psychology of money.
  • To help your clients cultivate an abundant life that incorporates mental wellness and financial prosperity.

Course Overview

Abundant Thinking is a mindset that gives you the creative agency and grit to reach your vision and daily design your own life. 

In this inspiring and thought-provoking, CPE webinar attendees will discover essential elements for living a truly abundant life that incorporates positive mental health and financial health. Participants will learn practical and empirically supported strategies to help them and their clients stop setting their ceilings and create a life of wellness and abundance.

The speaker Joyce Marter, who is a renowned psychotherapist, entrepreneur, and author, in this course, will provide practical strategies to help you and your clients stop setting your ceilings and promote mental health and financial health. It includes a PDF workbook of exercises from Marter’s book, The Financial Mindset Fix, to help inspire clients to shift from a mindset of fear and scarcity to abundance.

This CPE course on Personal Development will help you to shift your focus from a fearful mindset to abundant thinking; it will offer you practical strategies to promote mental health. At the end of the webinar, attendees will understand the correlation between mental and financial health.

Key topics discussed in this course:

  • The intrinsic relationship between mental health & financial health
  • Financial Trauma
  • The Psychology of Money
  • Improve Your Relationship with Finances
  • Understand Your Money Script
  • Financial Literacy
  • Free Yourself from Irrational Fears and Negative Beliefs About Money
  • The power of negotiation 

On Demand Credits for All Qualifications

Nano Credits for All Qualifications

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Personal Development for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Development for CPA in Canada 1 CPD Eligible
Personal Development for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Personal Development for Certified Fraud Examiner (CFE) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Personal Development for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Personal Development for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Personal Development for Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Personal Development for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Development for CPA in Canada 1 CPD Eligible
Personal Development for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Personal Development for Certified Fraud Examiner (CFE) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Personal Development for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Personal Development for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Personal Development for Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Personal Development for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Development for CPA in Canada 1 CPD Eligible
Personal Development for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Personal Development for Certified Fraud Examiner (CFE) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Personal Development for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Personal Development for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Personal Development for Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Personal Development for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Development for CPA in Canada 1 CPD Eligible
Personal Development for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Personal Development for Certified Fraud Examiner (CFE) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Personal Development for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Personal Development for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Personal Development for Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible

Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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.

About Instructor

Joyce Marter
Joyce Marter

, Joyce Marter Enterprises, Inc.

  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating


My professional mission is to share what I have learned from my clients and my own journey, in an effort to help more people create transformational change in their lives. I saw in my practice that clients began to earn more money as they made progress in therapy, regardless of their presenting issue. Our self-worth directly impacts how we put ourselves out in the world. When we are living in a way that is congruent with our deepest and highest self, and doing work that is aligned with our gifts and calling in the world, we can open the doors to greater prosperity and abundance.

I love sharing what I have learned in my book, The Financial Mindset Fix; a culmination of years of my work as a therapist, but also the result of my own personal journey towards an abundance mindset and manifesting transformative change. Innovative mindset-shifting activities, including self-assessment tools and insights that I’ve provided, shift the focus towards abundance. My readers learn how to release limiting habits and beliefs and open themselves to a world of financial security, confidence, and true prosperity.

Additionally, I have more than 20 years of experience in providing keynote addresses, motivational talks, corporate trainings, and continuing education workshops. I am a member of the National Speakers Association and have keynoted for the American Counseling Association, Mental Health America, and countless national behavioral health organizations. I have provided talks and trainings for Fortune 500 and global companies, business organizations, financial institutions, attorneys and mediators, professional associations, and universities.

Please let me know how I can be of service to you.


On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

Excellent

Very Good

Average

Poor

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FS

Fabian Smith, EA
5

The instructor presented the information in a positive manner. She was well-versed in the material.

DB

David Biddiscombe, CPA in Canada
5

A fantastic, necessary and appropriate presentation - great value.

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Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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