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

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

Reviewed

February, 2024

Joyce Marter

Learning Objectives

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 Description

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

Overview

A surprise bonus from therapy

4 mins
The intrinsic relationship between mental health & financial health

8 mins
The psychology of money

17 mins
Financially conscious behavior

29 mins
The abundance wheel

45 mins

Webinar Qualifies For

1 CPE Credit of Personal Development for Certified Public Accountants (CPA-US)
1 General Credit of Personal Development for Accountant/Bookkeeper/Tax Professionals
1 CPD Credit of Personal Development for CPA in Canada
1 CPE Credit of Personal Development for Certified Fraud Examiner (CFE)
1 PDC Credit of Business Acumen for SHRM Professionals (Approval No. 24-FY4XZ)
1 RCH Credit of HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 649620)
1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
1 CPD Credit for Chartered Accountant - ICAEW
1 CE Credit of Personal Development for Certified FP&A Professional (FP&A)
1 CPD Credit for Chartered Accountants - Scotland
1 CPE Credit of Personal Development for Iowa Licensed Public Accountant (IA-LPA)
1 CPD Credit for Chartered Accountants - Ireland (CAI)
1 CPD Credit for CPA - Ireland
1 CPE Credit of Personal Development for Maine Licensed Public Accountant (ME-LPA)
1 CPE Credit of Personal Development for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Joyce Marter

, Joyce Marter Enterprises, Inc.

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.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

QAS Self Study

Pre-requisites

None

Advance Preparation

None

FAQ’s

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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 through its website: www.NASBARegistry.org.

Ratings and Review

4.4

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Fabian Smith, EA

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

1 Credit

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Subject Area

Personal Development

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

Course Details

Learning Objectives

Course Description

Overview

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Joyce Marter

Other Details

Additional Information

1 Hour

Basic

QAS Self Study

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.4

Fabian Smith, EA

Subject Area

Unlimited Access Plan

Inclusions

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