Psychology of Financial Planning Specialist by Brad Klontz

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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

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We are confident provide for all of you an excellent service. If you have any problems, please contact us via Live chat. If we are not online, send us an email at [email protected]. We will solve the problem quickly as possible!

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Forever. You bought the course, and you own it for life. Access it anytime you want. You'll also get all the course updates and new lessons for FREE forever.

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psychology of financial planning specialist by brad klontzPsychology of Financial Planning Specialist by Brad Klontz
Original price was: $ 595.Current price is: $ 59.