Understanding Your Client's Financial Psychology 

FREE 1-Hour CEU (for a limited time)

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

Access Now!

PSYCHOLOGY OF FINANCIAL PLANNING SPECIALIST™ Certificate

Now Available!

Equipping financial professionals with knowledge and tools to better understand, engage, and serve a broad range of clients.

Learn More!

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

DOWNLOAD SPECIALIST BADGE LEARNING OBJECTIVES HERE!

PSYCHOLOGY OF FINANCIAL PLANNING

THE PRACTITIONERS GUIDE TO MONEY AND BEHAVIOR

ORDER BOOK HERE!

Dr. Brad Klontz, CFP®

Dr. Brad Klontz is a financial psychologist, professor, Managing Principal of Your Mental Wealth Advisors, and coauthor of 7 books.

Dr. Brad's Website

Dr. Charles Chaffin

Dr. Charles Chaffin is an author, consultant, and educator working within psychology and financial planning.

Dr. Chaffin's Website

Dr. Ted Klontz

Dr. Ted Klontz is a professor of financial psychology and behavioral finance and a founder of the Financial Psychology Institute.

Dr. Ted's Website

Sign-up for our mailing list

Sign-up today to be be the first to be alerted to new training opportunities.