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 Home < News < Press Releases < 2006 < 08/10/06 : Continuing Education
 
FOR IMMEDIATE RELEASE
August 10, 2006
FOR INFORMATION CONTACT
Elizabeth Pittman (404) 364-8868
epittman@oglethorpe.edu

Oglethorpe's CFP Program Offers New Continuing Education Course

ATLANTA - A new workshop titled “Counseling Skills: Building and Maintaining Satisfying Client Relationships” will be offered by Oglethorpe University’s Certified Financial Planner program beginning August 30. This class is designed for ambitious financial professionals who want to acquire new skills to enhance professional relationships with clients.

“Counseling Skills” is an eight-session course that is designed to help financial services professionals (including financial planners, wealth managers, estate planning attorneys and CPAs) develop their listening skills and learn how to communicate effectively with their clients and peers. There will be structured content presented at each class with time for discussion and interaction.

Topics will include:

• The difference between counseling and using counseling skills
• How to approach a difficult conversation or high conflict situation
• Active listening skills
• Appropriate responding skills
• The importance of self-awareness when using counseling skills
• The meaning of boundaries and confidentiality and their significance when using counseling skills

Attendance is limited. To register for this workshop call 404.364.8373 or visit www.oglethorpe.edu (keyword CFP). The “Counseling Skills” course will meet every other Wednesday from 11:30 a.m. until 1:00 p.m.

The course will be taught by leading business coach Margo Geller, the owner and founder of Margo Geller and Associates. She has created this interactive, results-oriented workshop for professionals. Students should be prepared for a structured, rigorous class that can transform the way you do business.

Margo is a member of the Financial Planning Association and the National Association of Personal Financial Advisors. In addition, she serves on the career development committee of the Georgia Financial Planning Association and is a member of the National Association of Social Workers.
 

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