

# Event Details

- **Event Name**: The Human-Centered Financial Method: A One Day Immersive Program
- **Event Start and End Date**: Fri, 29 May, 2026 at 09:00 am – Fri, 29 May, 2026 at 04:00 pm (-06:00)
- **Event Description**: A day-long program giving financial professionals the framework &amp; skills to leverage the human capacities that technology cannot replicate.About this EventJoin us in Park City for a one-day, in-person introduction to the Human-Centered Financial Method™.This live program is designed for advisors, planners, wealth managers, coaches, and other professionals who want to strengthen the human capacities that define exceptional client relationships.Participants will explore how factors like the psychology of scarcity and cognitive tunnelling shape client behaviour under financial stress, and how nervous system capacity impacts decision-making and follow-through.Through practical tools and core concepts, professionals will learn to create the conditions for trust, reduce overwhelm, and support more consistent, values-aligned action over time.Developed by best-selling author Chantel Chapman, founder of The Trauma of Money™ Institute, in collaboration with Jacki Zehner, founder of SheMoney™ and former Partner at Goldman Sachs, the method provides a structured framework, shared language, and applied practice to activate the human capacities that technology cannot replicate.Why This Matters Now:As AI absorbs much of the technical work that once defined the profession—analysis, planning, portfolio construction—the advantage is no longer expertise alone. The technical floor is rising for everyone.At the same time, the client landscape is shifting just as dramatically. An estimated $124 trillion in wealth will transfer across generations in the coming decades in what is being called “The Great Wealth Transfer”. Much of this wealth will land in the hands of women, and that will happen during a time of significant life changes.Studies have revealed that 70% of widows change their financial advisors within a year, not because of performance, but because of relationship failure. This is not a technical gap. It is a human one.The professionals who will stand out in this environment are those who can build trust, navigate emotional complexity, and guide clients through the moments that shape their financial lives.The Human Centered Financial Method™ was created for this shift.What You Will Gain:An introduction to the Human Centered Financial Method™ and its application in practiceA more precise lens for interpreting client behavior in contextPractical tools to build trust and improve the quality of financial conversationsSkills to assess client readiness, emotional capacity, and relational dynamicsApproaches to support decision making that leads to sustained follow throughImmediately applicable practices for client engagementPriority access and preferred pricing for the full certification program launching this fallCore Areas of Practice:The immersive introduces three foundational areas that define the method.Client PsychologyA structured approach to understanding how experience, context, and environment shape financial behavior.Relational AttunementThe ability to recognize what clients bring into conversations and respond with clarity, presence, and precision.Vision &amp; Sustainable ActionA framework for helping clients move from short term urgency toward long term, values-aligned decision making.Who This is For:Financial advisors and plannersWealth managers, private bankers, and commercial bankersInsurance, lending, and mortgage professionalsFinancial coaches and therapistsFintech and product leadersCredit counselors, benefits professionals, and others working at the intersection of money and human behaviorEspecially Useful if Your Clients Are:Navigating inheritanceMoving through grief or widowhoodGoing through divorce or major life transitionManaging financial stress, shame, or overwhelmMaking significant financial decisions for the first timeSeeking a trusted, long term advisory relationshipHow This Program Differs From Existing Financial Designations:The Human-Centered Financial Method™ is explicitly designed to complement existing designations, not compete with them. The Institute's goal is to seek CE credit approval under CFP, CFA, and other major designations, so that practitioners can apply their HCFM training directly toward continuing education requirements in the credentials they already hold.Schedule &amp; Cost:9am-4pm, Lunch will be provided.Cost: $799Contact: events@shemoney.com for more information.*This event is relevant to financial professionals of all leadership levels and genders.*PHOTO/VIDEO CONSENT AND RELEASE: By registering for this event, I consent to the photography/videography taking place and understand that resulting images may be utilized, without limitations, in various publications, websites and media platforms. I waive any entitlement to royalties or compensation associated with the use of these images/films taken of me.—
- **Event URL**: https://allevents.in/park-city/the-human-centered-financial-method-a-one-day-immersive-program/100001986462475739
- **Event Categories**: Art, Entertainment, Nonprofit, Workshops, literary-art
- **Interested Audience**: 
  - total_interested_count: 0

## Ticket Details

- **Ticket URL**: https://consumer.pxf.io/c/1339408/3151484/39691?partnerpropertyid=1191892&MediaPartnerPropertyId=1191892&svlink=14105511&level=1&u=https%3A%2F%2Fwww.eventbrite.com%2Fe%2Fthe-human-centered-financial-method-a-one-day-immersive-program-tickets-1986462475739
- **Ticket Price Range**: min: 854.43, max: 854.43, currency: USD

## Event venue details

- **city**: Park City
- **state**: UT
- **country**: United States
- **location**: Distrikt F
- **lat**: 40.6588103
- **long**: -111.5026125
- **full address**: Distrikt F, 1205 Iron Horse Drive, Park City, United States

## Event Organizer details

- **affiliate_id**: 10
- **organizer**: SheMoney (https://allevents.in/org/shemoney/20178839)

## Event gallery

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- **Alt text**: thumbnail
  - **Image URL**: https://cdn-az.allevents.in/events7/banners/d0e748743c962533448842c4919dfb4a7b487002afccd6c0c0a87655a6f07a4b-rimg-w400-h400-dc2d444b-gmir.jpg?v=1775085381

## FAQs

- **Q**: When is the event happening?
  - **A:** Fri, 29 May, 2026 at 09:00 am (-06:00)
- **Q**: Where is the event happening?
  - **A:** Distrikt F, 1205 Iron Horse Drive, Park City, United States
- **Q**: What is the ticket price?
  - **A:** starting from 854.43 up to 854.43 USD
- **Q**: Who is organizing the event?
  - **A:** SheMoney
- **Q**: What type of event is this?
  - **A:** Art, Entertainment, Nonprofit, Workshops, literary-art
- **Q**: Where can I find ticket details about The Human-Centered Financial Method: A One Day Immersive Program ?
  - **A:** You can find ticket details about this event on AllEvents.

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