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
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. Charles Chaffin
Dr. Charles Chaffin is an author, consultant, and educator working within psychology and financial planning.
Dr. Ted Klontz
Dr. Ted Klontz is a professor of financial psychology and behavioral finance and a founder of the Financial Psychology Institute.
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