The Human-Centered Financial Method: A One Day Immersive Program

Join us in Park City for a one-day, in-person introduction to the Human-Centered Financial Method™.

This live program is designed for advisors, planners, wealth managers, coaches, and other professionals who want to strengthen the human capacities that define exceptional client relationships.

Participants will explore how factors like the psychology of scarcity and cognitive tunnelling shape client behaviour under financial stress, and how nervous system capacity impacts decision-making and follow-through.

Through practical tools and core concepts, professionals will learn to create the conditions for trust, reduce overwhelm, and support more consistent, values-aligned action over time.

Developed by best-selling author Chantel Chapman, founder of The Trauma of Money™ Institute, in collaboration with Jacki Zehner, founder of SheMoney™ and former Partner at Goldman Sachs, the method provides a structured framework, shared language, and applied practice to activate the human capacities that technology cannot replicate.

Why This Matters Now:
As AI absorbs much of the technical work that once defined the profession—analysis, planning, portfolio construction—the advantage is no longer expertise alone. The technical floor is rising for everyone.

At the same time, the client landscape is shifting just as dramatically. An estimated $124 trillion in wealth will transfer across generations in the coming decades in what is being called “The Great Wealth Transfer”. Much of this wealth will land in the hands of women, and that will happen during a time of significant life changes.

Studies have revealed that 70% of widows change their financial advisors within a year, not because of performance, but because of relationship failure. This is not a technical gap. It is a human one.

The professionals who will stand out in this environment are those who can build trust, navigate emotional complexity, and guide clients through the moments that shape their financial lives.

The Human Centered Financial Method™ was created for this shift.
What You Will Gain:

• An introduction to the Human Centered Financial Method™ and its application in practice
• A more precise lens for interpreting client behavior in context
• Practical tools to build trust and improve the quality of financial conversations
• Skills to assess client readiness, emotional capacity, and relational dynamics
• Approaches to support decision making that leads to sustained follow through
• Immediately applicable practices for client engagement
• Priority access and preferred pricing for the full certification program launching this fall
  

Core Areas of Practice:
The immersive introduces three foundational areas that define the method.
Client Psychology
A structured approach to understanding how experience, context, and environment shape financial behavior.

Relational Attunement
The ability to recognize what clients bring into conversations and respond with clarity, presence, and precision.

Vision & Sustainable Action
A framework for helping clients move from short term urgency toward long term, values-aligned decision making.

Who This is For:

• Financial advisors and planners
• Wealth managers, private bankers, and commercial bankers
• Insurance, lending, and mortgage professionals
• Financial coaches and therapists
• Fintech and product leaders
• Credit counselors, benefits professionals, and others working at the intersection of money and human behavior
  

Especially Useful if Your Clients Are:

• Navigating inheritance
• Moving through grief or widowhood
• Going through divorce or major life transition
• Managing financial stress, shame, or overwhelm
• Making significant financial decisions for the first time
• Seeking a trusted, long term advisory relationship

How This Program Differs From Existing Financial Designations:
The Human-Centered Financial Method™ is explicitly designed to complement existing designations, not compete with them. The Institute's goal is to seek CE credit approval under CFP, CFA, and other major designations, so that practitioners can apply their HCFM training directly toward continuing education requirements in the credentials they already hold.

Schedule & Cost:

9am-4pm, Lunch will be provided.

Cost: $799

Contact: [email protected] for more information.

*This event is relevant to financial professionals of all leadership levels and genders.

*PHOTO/VIDEO CONSENT AND RELEASE: By registering for this event, I consent to the photography/videography taking place and understand that resulting images may be utilized, without limitations, in various publications, websites and media platforms. I waive any entitlement to royalties or compensation associated with the use of these images/films taken of me.—

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