Dr. Moira Somers
Psychologist, Speaker, Author
Dr. Moira Somers' debut online course: "The Importance of Giving Advice That Sticks"
Earn up to 2.5 CE Credits
Adapted from her book Advice that Sticks: How to Give Financial Advice that People Will Follow, this course will showcase five modules, in three offerings below:
- Challenges in Advice-Giving
- The Case for Excellence in the Personal Side of Advising
- The FACTS about Non-adherence
- Setting the Agenda
- Assessing Readiness
We are working with a number of organizations that regulate CE credits, including FP Canada and CFP (Certified Financial Planner Board of Standards). To learn more about our CE Accreditation, please visit our Accreditation web page
This course is eligible for the following:
- CFPS Program ID: 275636 (2 CE Credits)
- FP Canada Program (2.5 CE Credits)
A message from Moira
For financial planners managing clients during extremely difficult times, Giving Advice That Sticks by Dr. Moira Somers is an essential resource that benefits both planners and their clients. Learn more, watch the video!
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
Giving Advice That Sticks will offer practical, evidence-based strategies for implementing practical skills that are rooted in the science of effective advice delivery.
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!”