Book CE Classes Moneymax Seminar Membership CDs
Moneymax 401K Renew My Moneymax License Advisor Match Program
MEMBER SERVICES
  LOGIN

HOME
ABOUT US
PRODUCTS/
   SERVICES
RESOURCES/
   ARTICLES
ENDORSEMENTS
CLIENTS
CONSUMERS
CONTACT US
OPPORTUN-
   ITIES

 

If you have a coupon code please enter it in the box below and click Enter.
Coupon Code:  

Financial Psychology is pleased to bring you a variety of products and services.

For an in depth detail, you may click on any of the product links below,
or scroll down to view a brief detail of each product.

 
Moneymax® Memberships Moneymax 401K Profiler
Continuing Education Classes Books
Audio    


Financial Psychology Products and Services Descriptions
  Moneymax® Memberships
  Basic Moneymax® Membership
The Basic Membership includes a personal member account, 20 Moneymax® Profiles (additional Moneymax Profiles can be purchased online on an as needed basis), the best selling book, Your Money Personality, What It Is and How You Can Profit From It, audio CD with Dr. Gurney giving an overview of the Nine Money Personalities, training guide, marketing guide with sample client letters, newsletter, client database and a special trait report for couples or partners. All delivered online.
Click for details

Professional Moneymax® Membership
The Professional Membership includes a personal member account, 50 Moneymax® Profiles, (additional Moneymax Profiles can be purchased online on an as needed basis), the best selling book, Your Money Personality, What It Is And How You Can Profit From It, audio tape with Dr. Gurney giving an overview of the Nine Money Personalities, training guide, marketing guide with sample client letters, newsletter, client database and a special trait report for couples or partners. All delivered online. All of this, plus enrollment in the Investor Psychology Online Continuing Education Course, and the complete Your Money Personality seminar system.
Click for details

  Moneymax 401K Profiler
  Moneymax 401K
Moneymax® 401(k) is specifically designed to give you a competitive working advantage. You will gain enormous insight into the individual money personalities of Plan Participants. You will learn how they deal with money, save it, spend it, invest it and value it. Moneymax 401(k) will disclose their risk-taking threshold, their involvement level and their emotional perspective among many other important and significant money management traits. The reporting functions allow you to compile all this data, in presentable graphic form, giving you an overall picture of your Plan Participants as a group and their group thinking.

Knowing all this information will give you a solid foundation for developing a 401(k) program that will make the Plan Participants feel comfortable, even enthusiastic about their participation and opportunities for growth. The result will be greater involvement, more Plan enrollees, larger contributions and unparalleled success. You will be recognized as a 401(k) authority.

In addition, you will shine in the eyes of your 401(k) Plan Sponsor. After all, you will be guiding the company toward its financial goals while protecting them from unwarranted legal actions because the plan was not performing up to standards. And you will bring a degree of excitement and enthusiasm to Plan participants that will encourage their full participation. This is exactly what your company and Plan Sponsor is looking for. And this is exactly what Moneymax® 401(k) will help you deliver.

Moneymax 401k includes: questionnaires (online and/or paper); advisor management page and reports; personalized participant reports.


Click for details

  Continuing Education Classes
  Identifying and Overcoming Psychological Hurdles in The Planned Giving Process
As an international authority on the psychology of money, Dr. Kathleen Gurney will discuss the psychological underpinnings involved for donors in the decision and process of planned giving. She will also highlight ways that advisers can work with donors to successfully resolve any emotional issues and bring confidence and trust in their gift planning.

Click for details

All Three Courses
All Three CE Courses
Click for details

Families and Their Money: The Dynamics of Planning
Dr. Kathleen Gurney will discuss the importance of families talking about money, the barriers which prevent them from doing so, and ways for advisors to generate awareness and promote multi-generational financial planning.
Click for details

Investor Psychology: Understanding The Psychology of Financial Behavior
Dr. Kathleen Gurney will discuss the psychology of the investor based on two decades of research and experience with investors and their advisors. She will provide insight into investors' financial behavior, so that advisors can manage their clients' finances more effectively by helping them manage their emotions and the ways they act on them and handicap their planning success.

Click for details

  Books
  Love and Money: 150 Financial Tips for Couples
Booklet
Click for details

Your Money Personality Chapter
Your Money Personality Chapter
Click for details

Your Money Personality (e-book)
Why does money seem to work so well in some people's lives and yet act as a destructive force in others? Reading Your Money Personality will help you understand how to become more financially successful by learning about the financial traits which affect how you earn, spend, save, and invest money. Learn even more about YOUR GROUP and others like you.

This book is delivered online as a PDF download.
Click for details

  Audio
  The Nine Money Personalities
Listen as Dr. Kathleen Gurney describes the nine different money personalities: their key characteristics, their barriers and blind spots and tips for more successful money management. This is a great value add as a client gift.
Click for details

  Professional Seminars
  Money Personality Seminar

Learn the Power of the
Moneymax® Profiling
System

Share the same success Dr. Kathleen Gurney and a select group of financial professionals have experienced over the years! This seminar system is proven to significantly enhance your business, now delivered as a download.

Click for details


 

About Us | Products/Services | Resources | Moneymax | Credentials | Clients | My Account | Contact Us



© 2017 Financial Psychology Corporation. All rights reserved
® Moneymax is a registered trademark of Financial Psychology Corporation


All personal information entered on this site is kept strictly confidential and is not sold or shared with any outside parties. Click here to view the complete confidentiality statement.