Approved for 1 CFP® CE credit hour
Financial planning requires clients to process information, make decisions, organize tasks, manage emotions, and follow through over time. For neurodivergent adults, including clients with ADHD, autism, anxiety, dyslexia, dyscalculia, OCD tendencies, and other cognitive differences, traditional planning processes can create friction that has little to do with motivation, intelligence, or commitment.
This course explores how neurodivergence can shape financial behavior, communication, decision-making, meeting engagement, and implementation. Participants will learn to recognize common barriers, reduce cognitive overload, adapt planning conversations, and create clearer systems that support client understanding, confidence, and follow-through without lowering expectations or making assumptions about the client’s abilities.
Approved for 1 CFP® CE credit hour
Financial planning requires clients to process information, make decisions, organize tasks, manage emotions, and follow through over time. For neurodivergent adults, including clients with ADHD, autism, anxiety, dyslexia, dyscalculia, OCD tendencies, and other cognitive differences, traditional planning processes can create friction that has little to do with motivation, intelligence, or commitment.
This course explores how neurodivergence can shape financial behavior, communication, decision-making, meeting engagement, and implementation. Participants will learn to recognize common barriers, reduce cognitive overload, adapt planning conversations, and create clearer systems that support client understanding, confidence, and follow-through without lowering expectations or making assumptions about the client’s abilities.
