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Equipping financial professionals with knowledge and tools to better understand, engage, and serve a broad range of clients.
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Brad Klontz – Psychology of Financial Planning Specialist
9 Hour CEU Program
Module 1: Intro to the Psychology of Financial Planning
Module 2: Client Values & Goals: The Planner’s Role in Facilitating Financial Success
Module 3: Understanding Your Client’s Background
Module 4: Understanding Your Client’s Money Beliefs
Module 5: Understanding your Client’s Financial Behaviors
Module 6: Multicultural Competence in Financial Planning
Module 7: Dealing with Client Money Conflicts
Module 8: Six Steps to Help a Client Navigate a Crisis Event
Module 9: Behavioral Finance for Financial Planners
Module 10: Client Learning Styles and Risk Tolerance
Module 11: Principles of Effective Communication
Module 12: Counseling in Financial Planning Practice
Module 13: Getting the Client to Take Action
Module 14: Implementing Financial Psychology into Practice
Understanding Your Client’s Financial Psychology
This 60-minute self-study program is taught by Dr. Brad Klontz, CFP® & Dr. Charles Chaffin.
It introduces a model for helping financial planners understand their client’s financial psychology and how they can improve the effectiveness of their financial planning services.
THIS COURSE HAS BEEN APPROVED FOR 1 CEU by the CFP BOARD
Course Features
- Lectures 0
- Quizzes 0
- Duration 10 weeks
- Skill level All levels
- Language English
- Students 132
- Assessments Yes