Mindfulness for Financial Advisors

A Way of Being in relationship to your work and life. 7.5 CFP CEs

  • Starts Jan 3, 2023
  • 350 US dollars
  • Zoom

Available spots


About the Class Experience . . .

Join others who work with clients around money to establish a formal mindfulness practice that will inform how you are and who you are when meeting the stories, emotions, and strong opinions of your clients, as well as when working with your team. Much of the course is rooted in Mindfulness-Based Stress Reduction, however unlike MBSR, in this course we will discuss the intra- and interpersonal challenges you face in your work. 71% of financial advisors report experiencing moderate to high stress (Janus 2019). Learn about what stress really is and learn scientifically-validated practices for improving subjective well-being, decreasing anxiety, and increasing resilience and adaptability. Experience a different kind of listening, and even a different kind of speaking. This entirely confidential environment of self-care requires prioritizing the time, both in class, and for home practice (15 minutes/day for the entire time). It does include some movement (sitting qi gong and mindful walking the length of a yoga mat). There is a mini-retreat of 3.5 hours, during which we will do guided practices, with you in silence, for three hours. This class meets on TUESDAYS, from 11am-12:15pm, EASTERN on the following dates: Week 1 - January 3 Week 2 - January 10 Week 3 - January 17 Week 4 - January 24 Week 5 - January 31 Week 6 - February 7 RETREAT on February 10 - 10am, ET-1:30pm, ET Week 7 - February 14 Week 8 - February 21 NOTICE THERE ARE 9 SESSIONS TOTAL OVER THE 8 WEEKS DUE TO THE mini-RETREAT. Cancellation policy: If you are unsure of whether this course is for you, please come to one of the complimentary introductions to the course. This is a highly experiential class, and you need to know what you're in for! There are no refunds once the course has begun, and please do not sign up if you already know you are going to miss more than one class. This is a group experience and your peers need you to show up and you need them!


Contact Details

561-310-7344

mary@marymartinphd.com