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Understanding Your Client's Financial Psychology

FREE (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