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:
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Right after your payment goes through, you’ll receive a download link via email. This link gives you access to a Mega.nz folder containing the full course. You can also find this link in your account history anytime.
This is the complete course with all materials included—every video, PDF, worksheet, and bonus content. Nothing is missing. You get instant access to everything right after purchase.
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None. One payment gives you full access. No subscriptions, no extra software needed.
Lifetime access. Once you purchase, the course is yours forever. You’ll also receive any future updates at no extra cost.
Private community access, direct creator support, live calls or masterminds, and desktop software are not included.
