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SUMMARY:The Science of Wellbeing and Financial Happiness with Chris Budd of The Institute of Financial Wellbeing
DESCRIPTION:The Science of Wellbeing and Financial Happiness with Chris Budd of The Institute of Financial Wellbeing\n\n\n\nTrue financial success goes beyond wealth—it’s about wellbeing. How does money support or hinder it? And how can financial planning foster a more fulfilling life? \n\n\n\nJoin us for this exclusive webinar with Chris Budd to explore the key sources of wellbeing\, the role of money in life satisfaction\, and how to integrate wellbeing into financial planning. Plus\, gain essential skills to help clients uncover their deeper goals. \n\n\n\nWe will discuss: \n\n\n\n1. Gain an understanding of the sources of wellbeing \n\n\n\n2. How money helps or hinders wellbeing \n\n\n\n3. How to add wellbeing into the planning process \n\n\n\n4. Learn basic listening and questioning skills to help clients to uncover objectives \n\n\n\nStructured CPD Applicable. For Financial Professionals Only \n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\nChris Budd – Institute of Financial Wellbeing\n\n\n\nChris Budd founded financial planning company Ovation Finance Ltd in 2000. He sold a majority of Ovation to an Employee Ownership Trust (EOT) in March 2018. \n\n\n\nHe is the author of six books\, the original Financial Wellbeing Book in 2016\, and the latest is The Four Cornerstones Of Financial Wellbeing. He has also published three novels. \n\n\n\nChris writes The Financial Wellbeing Podcast. He founded the Initiative for Financial Wellbeing (IFW). The IFW aims to help advisers to help their clients to be happier\, not just wealthier. \n\n\n\nChris lives in Somerset with his family and too many guitars. \n\n\n\n\n\n\n\nDebbie Holmes\, Business Development Manager at ebi\n\n\n\nDebbie Holmes is Business Development Manager at ebi Portfolios. Debbie is responsible for introducing ebi Portfolios to new advisers and building relationships with both new and existing firms\, providing training and support to onboard and utilise the tools and materials ebi provides it’s members. Debbie also works closely with the ebi team to provide feedback and development ideas from advisers. Debbie has a Certificate in Mortgage and Advice Practices (CeMAP) and in January 2021 gained the CFA UK Certificate in ESG Investing.
URL:https://ebi.co.uk/events/the-science-of-wellbeing-and-financial-happiness-with-chris-budd-of-the-institute-of-financial-wellbeing/
LOCATION:Online
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