The Psychology of Financial Planning Webinar
August 25, 2022 - 1:00 - 2:00 PM
Advisors have many difficult client situations that they are not adequately trained on when first entering the profession. Research-driven but practitioner-focused, the Psychology of Financial Planning domain expands on former General Principles of Financial Planning concepts related to client and planner attitudes, behaviors, and situations that impact decision-making. Investing in this body of knowledge will provide more scalable benefits for firms and help retain advisors and their clients.
Join us on Thursday, August 25, 2022, from 1:00 - 2:00 p.m. (Eastern Time), for a webinar with the experts who edited and contributed to CFP Board’s new book, The Psychology of Financial Planning. You’ll learn why this addition to the CFP® certification curriculum is a game-changer, equipping CFP® professionals with proven methodologies that deepen the client-planner relationship.