Description
A program designed to equip the financial planning profession with the knowledge and tools to better understand, engage, and serve a broad range of clients.
Learning Objectives
Upon completion of the program, the financial planner will be able to:
· Identify client biases, beliefs, cultural identity, and behaviors and all the other psychological factors that impact both the client’s financial goals as well as the client-planner relationship
· Apply a variety of tools and techniques to help increase client acquisition, retention, and the effectiveness of financial planning
· Identify their own money beliefs and biases that can impact their client relationships