Free Video Sample Psychology of Financial Planning Specialist by Brad Klontz
You can download this sample video using this link:
https://buycheapcoursesnow.com/PsychologyofFinancialPlanning
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
Immediately after you paid:
FAQ Your Most Popular Questions, Answered:
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