Upcoming professional development workshop focuses on personal financial planning

Monday, May 17, 2021 | Written by Megan Gould


OLATHE — This June, Kansas State University’s Personal Financial Planning Department and Olathe campus are partnering on a new professional development workshop to offer professionals in the financial planning sector a unique education opportunity that focuses on the psychology side of client decisions.

“Understanding the psychology behind personal financial decisions is critical to successful advisor-client relationships and is often overlooked or misunderstood," said Martin Seay, department head and associate professor of personal financial planning. "We look forward to offering this workshop, which will provide practical advice on how to better understand the why behind financial decisions."

Personal Financial Planning: Insights into Your Client’s Money Mindset is 1-4 p.m. CST June 29. This virtual workshop focuses on developing the financial planners’ toolbox of skills while learning about their clients’ decision-making mentality. The three-part format provides insights into behavioral finance, client psychology and financial therapy. Attendees also will learn how to use best practices from these fields to help clients meet their financial goals.

Three continuing education credits are available to CFP® professionals.

The workshop will be led by Derek Lawson, Ph.D., CFP, assistant professor of personal financial planning; Meghaan Lurtz, Ph.D., FBS, professor of practice in personal financial planning; and Megan McCoy, Ph.D, LMFT, CFT-I, professor of practice in personal financial planning. This group brings a diversified and experienced perspective to the table to teach the fundamental aspects of behavioral finance, while learning how to improve clients’ financial wellbeing.

To learn more about K-State Olathe’s financial planning program and other professional development opportunities, visit olathe.k-state.edu/financialplanning/.