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

What you'll get:

• Immediate access, on-line, and self-paced;
• 14 Modules (see below); 18 Videos; 12 Quizzes;
• No additional materials required;
• 9 CEUs approved by the CFP Board;
• Digital Certificate/Badge upon successful completion (good for 2 years and assigned through Credly); 
• Instructors: Dr. Charles Chaffin & Dr. Brad Klontz 

Areas of Study:

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

100% satisfaction guaranteed. If you are not completely satisfied with the program just email us at [email protected] for a full refund.

NOTE: No refund if you receive CEUs and accept the Digital Certificate/Badge (of course)