Thinking about how to incorporate Psychology of Financial Planning into your curriculum?


We have you and your students covered!

What's Included:

  • Faculty receive PowerPoint slides available for in-class lectures and seminars

  • A bank of questions to assist with student assessment

  • Students receive access to 14 recorded lectures

  • Content covers all the major content areas related to the psychology of financial planning, including the CFP Board learning objectives

  • Students who complete all the lectures are eligible to receive the Psychology of Financial Planning Specialist™ certificate and can showcase it as a digital badge


Pricing based upon program enrollment size

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