Dr. Moira Somers

Psychologist, Speaker, Author

Now Available!

 
Dr. Moira Somers' debut online course: "The Importance of Giving Advice That Sticks"

Adapted from her book Advice that Sticks: How to Give Financial Advice that People Will Follow, this Continuing Education (CE) eligible course will showcase five modules, in three offerings below:

  1. Challenges in Advice-Giving
  2. The Case for Excellence in the Personal Side of Advising
  3. The FACTS about Non-adherence
  4. Setting the Agenda
  5. Assessing Readiness

Download/View the course curriculum

We are working with a number of organizations that regulate CE credits, including FP Canada and CFP (Certified Financial Planner Board of Standards). Many providers recognize our courses and if you don’t see your organization above, please contact info@arlanacademy.com Visit our Accreditation page to learn more.

If purchasing for large groups in an organization, please visit Group Rates. We also offer a bulk rate (10+) for Dr. Somers' book, Advice that Sticks: How to Give Financial Advice that People Will Follow.

$249.00 USD

Earn up to 2.5 CE Credits

The SIGNATURE OFFER includes:

 

ONLINE COURSE: “The Importance of Giving Advice that Sticks"        

This course is designed to assist you in developing skills at the Personal side of advising.

Learn how to:

  • Build trust
  • Resolve confusion and ambivalence
  • Improve follow-through with recommendations
  • Reduce the likelihood of regulatory complaints
  • Increase client satisfaction and referrals

Available CE Credits
CFPS Program ID: 275636 (2 CE Credits)
FP Canada (2.5 CE Credits)

Get Signature NOW!
$299.00 USD

Earn up to 3.75 CE Credits

The PREMIUM OFFER includes:

 

ONLINE COURSE: “The Importance of Giving Advice that Sticks" 

This course is designed to assist you in developing skills at the Personal side of advising.

Learn how to:

  • Build trust
  • Resolve confusion and ambivalence
  • Improve follow-through with recommendations
  • Reduce the likelihood of regulatory complaints
  • Increase client satisfaction and referrals

WEBINAR:  “Advising Anxious, Angry and AWOL Clients” 

In this Webinar with Dr. Moira Somers, you will learn practical, evidence-based strategies so that you can:

  • Talk to upset clients so that they will settle faster and more completely
  • Figure out your client’s primary coping style
  • Help to prevent regrettable decisions
  • Contribute to client well-being
  • Work with your own heightened emotions

Available CE Credits

Signature Course

CFPS Program ID: 275636 (2 CE Credits)
FP Canada (2.5 CE Credits)

Webinar

CFPS Program ID: 275438 (1 CE Credit)     
FP Canada Program (1.25 CE Credits)

Get Premium NOW!
$649.00 USD

 Earn up to 6.75 CE Credits

Limited Time Offer!
Expires Dec. 31, 2020

The MASTERCLASS OFFER includes:

 

ONLINE COURSE: “The Importance of Giving Advice that Sticks"      

This course is designed to assist you in developing skills at the Personal side of advising.

Learn how to:

  • Build trust
  • Resolve confusion and ambivalence
  • Improve follow-through with recommendations
  • Reduce the likelihood of regulatory complaints
  • Increase client satisfaction and referrals

WEBINAR:  “Advising Anxious, Angry and AWOL Clients” 

In this Webinar with Dr. Moira Somers, you will learn practical, evidence-based strategies so that you can:

  • Talk to upset clients so that they will settle faster and more completely
  • Figure out your client’s primary coping style
  • Help to prevent regrettable decisions
  • Contribute to client well-being
  • Work with your own heightened emotions

Advanced Case Consultation with Dr. Moira Somers

 (3 - 1 hr group consultations)              

The Master classes are for Intermediate to Advanced level practitioners. Capped at 6 participants, the Master classes provide an opportunity for in-depth, confidential discussions on cases provided by the participants. The cases will be reviewed with a particular emphasis on practice standards relating to implementation and ethics.

Available CE Credits

Signature Course

CFPS Program ID: 275636 (2 CE Credits)
FP Canada (2.5 CE Credits)

Webinar

CFPS Program ID: 275438 (1 CE Credit)     
FP Canada Program (1.25 CE Credits)

Masterclasses

CFPS Program ID: 275442 (3.5 CE Credits)
FP Canada Program (3 CE Credits)

Get Masterclass NOW!

Learn how to handle moments of impasse and disagreement

If you give advice of any kind for a living, then you know how hard it can be for clients, patients or customers to follow your wise counsel during the advising process.

Learn how to create a working alliance that is stronger than ever

If your job involves giving financial counsel of any sort...accounting, investing, business planning, credit counselling, then this course is for you.

Learn how to implement practical skills, rooted in science

The Importance of Giving Advice That Sticks  will offer practical, evidence-based strategies for implementing practical skills that are rooted in the science of effective advice delivery.

Sign Up Now!

Join Arlan Academy's mailing list for exclusive updates and content from Dr. Moira Somers, plus some worthwhile bonuses, just for you. Stay connected with us to learn more about the online courses we'll soon be offering, and which dynamic presenters will be offering them.

To share our immense appreciation for signing up, we'd like to offer you FREE online access to chapter one of Advice That Sticks: How to Give Financial Advice That People Will Follow by Arlan Academy Presenter, Dr. Moira Somers.

Sign Up Now!

What they're saying about Dr. Moira Somers

Adele Whyte, Financial Planning Institute of South Africa

“Dr. Somers participated as a key note speaker at the FPI Professionals Convention on the 18th of July 2019 in Sandton, South Africa with approximately 800 delegates in attendance. It was a pleasure having Dr. Somers as our guest as she shared her knowledge and insights and engaged with our audience."

Gordon Krupa, Wealth Planning and Strategy Lead, MD Financial Management 

“Dr. Somers has presented to our advisors (Financial Planners, Estate & Trust Advisors, Portfolio Managers, Insurance Consultants) on a number of occasions. Her engaging style along with insightful content are highly regarded and have helped us to improve the manner in which we deliver advice across our client base. Dr. Somers is extremely talented and a pleasure to work with! I recommend her without hesitation.”

Allison Riva, Director, Marketing and Communications, Financial Planning Services Canada

“She has unique expertise on how to integrate behavioural science with the practice of financial advising.  I highly recommend working with Dr. Somers if you want to energize and educate your audience!”