Motivational Interviewing Bootcamp: MI for Financial Professionals

Motivational Interviewing Bootcamp: MI for Financial Professionals is a comprehensive course designed to equip financial professionals with the skills and techniques of Motivational Interviewing (MI), an evidence-based communication method that helps clients find the motivation to make positive decisions and achieve their objectives.

MI is particularly valuable for understanding client motivation, addressing ambivalence, and supporting clients in making informed decisions. This course will introduce you to MI tools to help you integrate MI into your practice and help you build stronger client relationships, improve communication, and enhance client trust and satisfaction.

Throughout the course, you’ll learn how to apply MI techniques through a combination of lectures, practical exercises, reading, and Q&A calls. By the end of the course, you will be equipped to effectively motivate and guide your clients toward their objectives, resulting in better outcomes for both you and your clients.

Program Agenda:

Week 1: Introduction and the Psychology of Change (1.5 hours)
Week 2: Motivation and Ambivalence (1.5 hours)
Week 3: Reflective Listening (1.5 hours)
Week 4: OARS Skills (1.5 hours)
Week 5: Engaging and Focusing (1.5 hours)
Week 6: Change Talk and Sustain Talk (1.5 hours)
Week 7: Evoking (1.5 hours)
Week 8: Planning, Advice-Giving, and Conclusion (1.5 hours)