Fta sep 2013 presentation 08.01.2013

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The capacity to…
perceive emotions,
assimilate emotion-related feelings,
understand the information of those emotions
manage them

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  • EMOTIONAL INTELLIGENCE DEFINED
    Emotional Intelligence (EI) was first used in an English doctoral dissertation in 1983 (Payne, 1983/1986). The term was actually derived prior though in 1966 by B Leuner in a German article titled “Emotional Intelligence and Emancipation” (translated) to describe women who, because of perceived low Emotional Intelligence, rejected their social roles (Leuner, 1966). Salovey and Mayer (1990) further developed the concept. Emotional Intelligence is the capacity to perceive emotions, assimilate emotion-related feelings, understand the information of those emotions, and manage them (Mayer et al., 1999). The ability to recognize the meanings of emotions and relationships, in addition to reasoning and problem solving on the basis of these emotions is at the core of EI (Mayer et al., 1999).
  • Fta sep 2013 presentation 08.01.2013

    1. 1. The Future of Emotional Intelligence within the Financial Planning Context Randy Braidfoot, MS, CFP® Mediation Center Dr. Andree C. Swanson, EdD, MHR, MAOM Ashford University © 2013 Braidfoot & Swanson Source of Image(s): Google Images
    2. 2. Emotional Intelligence Defined The capacity to… perceive emotions, assimilate emotion-related feelings, understand the information of those emotions manage them (Mayer , Caruso, & Salovey, 1999) © 2013 Braidfoot & Swanson Source of Image(s): Google Images
    3. 3. EI as a Base Core Curriculum Subject © 2013 Braidfoot & Swanson Source of Image(s): Google Images
    4. 4. CFP Board of Ethics states  Principle 2 – Objectivity  “Provide professional services objectively” .  Principle 3 – Competence  “Maintain the knowledge and skill necessary to provide professional services competently” .  Principle 4 – Fairness  “Be fair and reasonable in all professional relationships. Disclose conflicts of interest” . (Swanson & Bradifoot, 2013, pp. 1 © 2013 Braidfoot & Swanson
    5. 5. The bottom-line  Based on the CFP Board of Ethics statements on the previous slide and  The results of the survey show that…  CFPs are aware of Emotional Intelligence (EI)  CFPs understand that learning more about EI will benefit them A need exists to implement EI training in the field of financial planning. © 2013 Braidfoot & Swanson
    6. 6. EI Recognized as Different between the Genders in Financial Planning © 2013 Braidfoot & Swanson Source of Image(s): Google Images
    7. 7. EI Recognized as Potentially Degenerative in Elder Clients and Practitioners © 2013 Braidfoot & Swanson Source of Image(s): Google Images
    8. 8. Future Research © 2013 Braidfoot & Swanson Source of Image(s): Google Images
    9. 9. Future Research  Investigate the appropriate level of emotional intelligence needed to become a better Certified Financial Planner™ practitioner.  Conduct a qualitative Delphi study to assess, through the use of expert CFPs (identified in this study), the appropriate levels of training required in emotional intelligence.  Seek permission from the Certified Financial Board to use their membership as a resource  Apply this to other countries © 2013 Braidfoot & Swanson
    10. 10. Biographies Randy Braidfoot, MS, CFP® Mediation Center Dr. Andree C. Swanson, EdD, MHR, MAOM Ashford University © 2013 Braidfoot & Swanson Source of Image(s): Google Images
    11. 11. Randy Braidfoot  Randy Braidfoot is a securities principal and CFP® practitioner with over 26 years of experience. He holds a Master of Science in personal financial planning from the College for Financial Planning and a Bachelor of Arts in mass communications from West Texas A&M University. Braidfoot is considered a “subject matter expert” for the Certified Financial Planner Board of Standards where he reviews and creates test questions that are used on the certification test. He has volunteered for the past six years as a Texas judiciary-approved mediator supporting a quasi-governmental agency. In 2011, he was honored as the Mediator of the Year. He has also trained and worked as a mediator for the Texas Department of Criminal Justice and as a financial specialist in collaborative law cases. © 2013 Braidfoot & Swanson
    12. 12. Dr Andree Swanson  Andree Swanson is an assistant professor with Ashford University (Denver, Colorado) and adjunct associate professor with the College for Financial Planning (Greenwood Village, Colorado). Dr. Swanson holds a Doctorate in educational leadership and a Master of Arts in organizational management from the University of Phoenix. She also holds a Master of Human Relations from the University of Oklahoma where she first learned of emotional intelligence. Her work experience ranges from office management to corporate training to higher education. She has worked for the US government (DoD, USAF, & USA), corporations, and higher education. © 2013 Braidfoot & Swanson
    13. 13. References © 2013 Braidfoot & Swanson
    14. 14. References  Braidfoot, R., & Swanson, A. (2013a, Feb). Emotional intelligence of financial planners in mediation. Global Journal of Business Research (GJBR). ISSN 1931-0277.  Braidfoot, R., & Swanson, A. (2013b, Jan). Emotional intelligence of financial planners in mediation. Global Conference on Business and Finance Proceedings, 8(1), 378- 385. Retrieved January 5, 2013 from http://www.theibfr.com/proceedings.htm  Braidfoot, R., & Swanson, A. (2012, Sep). White Paper -- Emotional Intelligence of Financial Planners. College for Financial Planning, Greenwood Village, CO. http://www.cffpinfo.com/eBooks/Emot_Int.pdf  Glass Ceiling. (2001). In World of Sociology, Gale. Retrieved from http://www.credoreference.com.proxy- library.ashford.edu/entry/worldsocs/glass_ceiling © 2013 Braidfoot & Swanson
    15. 15. References (Continued)  Glisky, E. L. (2007). Changes in cognitive function in human aging. In: Riddle DR, editor. Brain Aging: Models, Methods, and Mechanisms. Boca Raton (FL): CRC Press; 2007. Chapter 1. Available from: http://www.ncbi.nlm.nih.gov/books/NBK3885/  Naghavi, F., & Redzuan, M. (2011). The relationship between gender and emotional intelligence. World Applied Sciences Journal, 15 (4): 555-561. ISSN 1818-4952.  Swanson, A. C., & Braidfoot, R. (2013, May). An assessment of emotional intelligence understanding in the field of financial planning. Internet session presented at 2013 Costa Rica Global Conference on Business and Finance (GCBF) – San Jose, Costa Rica.

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