The Science of Wellbeing and Financial Happiness with Chris Budd of The Institute of Financial Wellbeing

The Science of Wellbeing and Financial Happiness with Chris Budd of The Institute of Financial Wellbeing

True 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?

Join 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.

We will discuss:

1. Gain an understanding of the sources of wellbeing

2. How money helps or hinders wellbeing

3. How to add wellbeing into the planning process

4. Learn basic listening and questioning skills to help clients to uncover objectives

Structured CPD Applicable. For Financial Professionals Only

Chris Budd – Institute of Financial Wellbeing

Chris 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.

He 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.

Chris 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.

Chris lives in Somerset with his family and too many guitars.

Debbie Holmes, Business Development Manager at ebi

Debbie 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.