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

  • Accountant
  • CPA (CA)
  • CFE
  • CPA (US)
  • CA - ICAEW
  • CFA
  • HRCI
  • SHRM
  • ACCA
  • CPFA
  • CIPM
  • FPAC
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: April, 2022

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  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

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

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.

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 to cultivate an abundant life that incorporates mental wellness and financial prosperity.

Recommended For

  • This CPD webinar is recommended for CPAs, CMAs, CFEs, Managers, Board Members, Other Top, and Middle-Level Executives, or Leaders of an organization who want to learn everything about abundant thinking.
  • This CPD course is good for Canadian CPAs, and Other Professionals who want to learn about mental health.

Who Should Attend?

  • Certified Fraud Examiner
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • Chartered Financial Analyst
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Finance Pros
  • HR Professionals
  • Human Resources Manager
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 General Credit for Accountant/Bookeeper
  • 1 CPD Credit of Personal Development for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Personal Development for Certified Fraud Examiner (CFE)
  • 1 CPE Credit of Personal Development for Certified Public Accountants (CPA-US)
  • 1 CPD Credit for CA - ICAEW
  • 1 PL Credit for Chartered Financial Analyst (CFA)
  • 1 RCH Credit of HR (General) for Human Resource Certification Institute (HRCI)
  • 1 PDC Credit for SHRM Professionals (Approval No. 22-T3CJA)
  • 1 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1 CE Credit for Certified Plan Fiduciary Advisor (CPFA)
  • 1 PL Credit for Certificate In Investment Performance Measurement (CIPM)
  • 1 CRE Credit of Personal Development for Certified Corporate FP&A Professional (FPAC)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    QAS Self Study
  • 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 through its website: www.NASBARegistry.org.

Presenter

About Presenter

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.

About Company

Joyce Marter Enterprises, Inc.

www.joyce-marter.com/

Joyce Marter Enterprises encompasses the consulting, speaking/training, writing, media and psychological services provided by psychotherapist & author, Joyce Marter.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
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  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

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