Motivational Interviewing (MI) is a communication style that helps strengthen clients' motivation for and commitment to change. Their motivation is already there, and MI is a way of helping them uncover it. MI helps explore your clients' own reasons for change in a collaborative way that puts the clients' interests first. In this presentation, you'll learn what MI is and how to use it in your financial planning practice. MI is composed of four stages, engaging, focusing, evoking, and planning, which integrate nicely into your work with clients. You'll learn more about the skills used in motivational interviewing that will make you a better listener, both in your practice and in your life. These skills are asking open-ended questions/prompts, affirmations, reflections, and summaries. Your clients are already motivated. MI helps your clients identify and strengthen that motivation.

Competency Level: Intermediate 
FPA Competency: Interpersonal Impact
CFP Board Topic: Psychology of Financial Planning
CFP Board CE Credit Hours: 1

• Learn what Motivational Interviewing (MI) is and how it can help your clients succeed 
• Understand the MI stages (engaging, focusing, evoking, and planning) and how they fit into your financial planning process 
• Understand the skills used in MI - Open-ended prompts, affirmations, reflections, and summaries

Social Security is a foundational component of retirement income, offering guaranteed, inflation-adjusted payments that last a lifetime. Deciding when to claim benefits is a highly personal choice influenced by factors such as health, marital status, retirement timing, and other income sources. In this one-hour webinar, Jamie and Mary Beth will break down how benefits are calculated and explore strategies to help individuals make informed decisions about claiming. The session will also cover options for married couples, divorced individuals, and families with dependent children, providing practical insights to help participants maximize lifetime Social Security benefits and strengthen their overall retirement plan.

Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: Retirement Saving and Income Planning
CFP Board CE Credit Hours: 

• Participants will be able to identify key factors that determine benefit amounts, including claiming age, earnings history, and full retirement age. 
• Participants will learn how different filing strategies, based on marital status, health, and retirement timing, can impact total Social Security benefits over time. 
• Participants will gain an understanding of eligibility requirements and benefit options for spousal, divorced spouse, and dependent benefits, helping them make more informed planning decisions. 

Module 1 introduced the modern client journey and a simple framework for turning increased visibility into a repeatable system.

We'll continue building on this and look at how advisors are being discovered today.  We'll look at how prospects find you across search, AI, referrals and digital channels - and how to recognize the subtle intent signals that indicate real opportunity.

Competency Level: Foundational
FPA Competency: Interpersonal Impact
CFP Board Topic: Practice Management
CFP Board CE Credit Hours: 0

In a world increasingly defined by rapid change, unpredictability, and information overload, your clients are not just navigating financial uncertainty—they’re living in a VUCA environment: volatile, uncertain, complex, and ambiguous. These conditions don’t just challenge financial plans; they test emotional resilience, decision-making clarity, and personal well-being.

Join Amy N. Mullen, CFP®, President of Money Quotient, for a timely and insightful webinar exploring how financial planners can better support clients facing the psychological and emotional toll of a VUCA world. Drawing on behavioral science and practical experience, Amy will break down each element of the VUCA framework and share how these dynamics influence client behavior, stress responses, and decision-making capacity.

More than just financial strategies, this session will provide tools for helping clients focus on what they can control, align their choices with core values, and develop greater resilience. You’ll leave with a deeper understanding of how to reduce client anxiety, facilitate adaptive

Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: Psychology of Financial Planning
CFP Board CE Credit Hours:

• Understand the VUCA Landscape: Define the components of VUCA (volatility, uncertainty, complexity, ambiguity) and explore how each affects client psychology and decision-making.
• Support Emotional Resilience: Learn how to recognize signs of stress and overwhelm in clients and introduce supportive strategies that foster emotional regulation and grounded thinking.
• Enhance Adaptive Planning: Discover methods for guiding clients toward flexible, values-based decision-making in unpredictable circumstances.
• Strengthen Communication: Gain insights into facilitating calming, confidencebuilding conversations that empower clients to focus on what matters most and what’s within their control.

Brought to you by the Women & Finance Knowledge Circle: In a world that increasingly tells us the answer to virtually any problem that ails us is to do more, have more, be more — it’s all too easy to believe that the amount of money you earn, accomplishments you achieve, or praise you receive is never enough. That you are never enough. In this enlightening and thought-provoking keynote, Manisha provides a fresh, powerful antidote to this destructive mindset and roadmap to creating a life that makes your heart sing – maximizing both personal and professional pursuits. You’ll learn.

• Five simple words that can turbo-charge your professional and personal wellbeing.
• Four (surprising!) factors that drive us toward a Never Enough mindset.
• Three powerful actions you can take right now to start building a more vibrant life today.

Manisha’s Book, MoneyZen, The Secret to Finding Your Enough, explores how to free yourself from toxic behaviors around work, money, and success — and find your “enough.” In MoneyZen (named as an "NPR Best Books of 2023") Manisha provides a framework for examining and letting go of self-sabotaging “never enough” behaviors, putting you on the path to creating the life you’ve always dreamed of. MoneyZen readers will learn how to:

• Get off the 24/7 hamster wheel of Hustle Culture
• Eradicate the soul destroying belief that “Self-worth = Net worth”
• Implement a new formula for a rich life: “Financial Health + Emotional Wealth”
• Embrace “Joy-Based Spending” to squeeze maximum happiness out your hard-earned dollars
• Experience “Achieving Less” as the real path to lasting success

Competency Level: Foundational
FPA Competency: Interpersonal Impact, Critical Thinking
CFP Board Topic: N/A
CFP Board CE Credit Hours: 0

Brought to you by the PridePlanners Knowledge Circle, in this program, we explore many of the unique investment challenges the community faces, discuss methods to address them, and identify ways that investors can empower themselves financially. We will also dive into how how FAs can reach the community, regardless if they are a member or an Ally. Finally we will talk about how to customize portfolios to align with client's individual values that may resonate across the LGBTQ+ community. 

Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: General Principles of Financial Planning 
CFP Board CE Credit Hours: 1

• Understand the business opportunity the LGBTQ+ community presents to financial advisors.
• Understand the unique investment challenges the community faces.
• Learn how to reach the community, regardless if you are a member or an Ally.
• Learn how to customize portfolios via direct indexing to align with client's individual values that may resonate across the LGBTQ+ community. 

Brought to you by the Applied Behavioral Economics Knowledge Circle, the advisor’s role is evolving. Sound strategies alone are no longer enough; clients expect to feel heard, supported, and confident in their decisions. Financial anxiety sits at the center of this shift; advisors who ignore it risk eroding trust and becoming replaceable.

This presentation equips advisors with evidence-based tools to help clients manage anxiety, tolerate uncertainty, and make better decisions—especially during market volatility—thereby guiding them toward grounded, values-aligned action.

Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: Psychology of Financial Planning
CFP Board CE Credit Hours: 0

Brought to you by the Neurodivergent Planners Knowledge Circle, this presentation explores how neurodivergent individuals, particularly those with ADHD, experience and process emotions differently, including challenges with emotional regulation, executive functioning, and interpersonal communication. It will highlight how these differences can affect relationships, stress levels, and everyday decision-making, while reframing them through a strengths-based, compassionate lens. 

Competency Level: Foundational
FPA Competency: Client Communication and Care
CFP Board Topic: N/A
CFP Board CE Credit Hours: 0

Larry Pon wants to continue the tax conversation with you! Have questions? Larry has answers! Join us for a LIVE Q&A session where Larry answers your tax-related questions and provides up-to-date insight on laws and regulations. 

In May, Larry will be joined by Christopher Karachale and they will be discussing QSBS'

If you have questions ahead of time, you can send them to learning@onefpa.org. 

Competency Level: Advanced
FPA Competency: Critical Thinking, Leadership
CFP Board Topic: Tax Planning
CFP Board CE Credit Hours: 0

On May 21, 2026, the Financial Planning Association (FPA) will host a special webinar introducing the Money and Risk Inventory (MRI), an innovative, research-based assessment that combines advanced risk measurement with financial psychology insights.

The MRI is more than a risk tolerance tool. It helps advisors better understand their clients’ financial psychology, such as overconfidence, financial FOMO, and even their willingness to take action on their financial plan. These insights produce actionable insights to the advisor, creating more meaningful client conversations, stronger retention, and more productive prospect meetings from the very beginning.

The risk tolerance component explores the behavioral side of clients’ willingness to take risk, beyond a stated preference but a risk score based upon clients’ risk composure and ability to take risk.

By uncovering the psychological drivers behind financial decisions, MRI helps advisors build deeper relationships and deliver more personalized planning experiences.

You can demo the full MRI Core here.

Special Benefit for FPA Members: Attend the webinar and receive a 10% discount on MRI access.

Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: Psychology of Financial Planning
CFP Board CE Credit Hours: 0