Evidence-Based Teaching Methods for Financial Emotional Intelligence

Our research-driven approach combines cognitive behavioral techniques with practical financial education to help you develop sustainable money management skills.

Interactive learning session showing students engaged in financial planning exercises

Cognitive-Behavioral Financial Framework

We've spent years developing a teaching method that addresses the emotional side of money decisions. Most people struggle with finances because they never learned to recognize the psychological triggers that lead to poor choices. Our framework helps you identify these patterns and develop healthier responses.

  • Emotion-mapping exercises that reveal your money triggers
  • Scenario-based learning with real market situations
  • Gradual exposure techniques for investment anxiety
  • Mindfulness practices specifically designed for financial decisions

How We Structure Learning

Every student progresses through our carefully designed phases. We've found this sequence works best for building lasting confidence with money.

1

Emotional Assessment

We start by understanding your relationship with money. Through guided exercises and discussions, you'll discover the beliefs and fears that influence your financial choices. This isn't therapy, but it's eye-opening.

2

Skills Building

You'll learn practical techniques for managing financial stress and making clearer decisions. We practice with real scenarios - job loss, market downturns, unexpected expenses. It's hands-on learning that prepares you for actual life situations.

3

Guided Practice

Now you apply what you've learned with our support. You'll make actual financial decisions - small ones at first - while we help you notice your emotional responses and use your new tools. This phase builds real confidence.

4

Independent Application

By this stage, you're making financial choices with much less anxiety and more clarity. We're still available for support, but you've developed the skills to handle most situations on your own. The goal is sustainable independence.

Interactive Learning Methods

We use a variety of techniques to help different learning styles. Everyone responds differently, so we adapt our approach to what works best for you.

Case Study Analysis

Examine real financial situations and decisions. We use anonymized cases from actual clients (with permission) to explore different approaches and outcomes. You'll see how emotions played a role and what might have been done differently.

Role-Playing Scenarios

Practice difficult financial conversations and decisions in a safe environment. Whether it's negotiating salary, discussing money with family, or making investment choices, you'll rehearse before facing the real situation.

Reflective Journaling

Track your financial emotions and decisions over time. This isn't busy work - the patterns you discover through writing often surprise people. It's one of our most effective tools for building self-awareness.

Students working together on financial planning worksheets during group session

Meet Our Teaching Team

Our instructors combine financial expertise with training in psychology and adult learning. We understand that teaching about money requires both technical knowledge and emotional intelligence.

Professional headshot of Kieran Lindqvist, Lead Financial Psychology Instructor

Kieran Lindqvist

Lead Financial Psychology Instructor

Former financial advisor who retrained in cognitive behavioral therapy. Kieran brings 12 years of helping people understand the emotional side of money decisions. He's particularly skilled at working with investment anxiety.

Professional headshot of Vera Solberg, Behavioral Finance Specialist

Vera Solberg

Behavioral Finance Specialist

Research background in behavioral economics with a focus on decision-making under stress. Vera designs our curriculum and helps students understand why they make certain financial choices, especially during uncertain times.

Professional headshot of Magnus Kessler, Mindfulness and Finance Coach

Magnus Kessler

Mindfulness and Finance Coach

Combines mindfulness meditation training with financial education. Magnus helps students develop the mental clarity needed for sound financial decision-making. His background includes both corporate finance and contemplative practices.

Teaching team conducting a workshop on emotional investing strategies

Ready to Transform Your Financial Relationship?

Our next program begins in September 2025. We limit class sizes to ensure personalized attention and meaningful discussion. If you're tired of making emotional financial decisions you later regret, let's talk about whether our approach might help.

Explore Our Programs