Client Psychology Program at Wharton

Event Details

Client Psychology Program at Wharton

  • Dates: July 29 - 31, 2019

San Francisco, CA

The CFP Board Center for Financial Planning and the Aresty Institute of Executive Education at the Wharton School of the University of Pennsylvania are launching a first-of-its-kind educational opportunity for financial advisers, planners and brokers through a new course called Client Psychology.  This course merges the latest advances in behavioral finance, clinical and cognitive psychology, and even the human sciences with the fundamentals of financial planning as tools for building long-lasting, deeper and prosperous relationships with investors.

The novel program aims to help financial advisers and planners reshape their practice to become more client-centered in an age of rapidly changing technologies such as online automated investing. This program is designed broadly for any professional who advises clients on investments, insurances, or other aspects of financial planning. Faculty looking to better prepare their students to enter the profession would benefit greatly from this new and growing interdisciplinary topic.

The Client Psychology program will be held in Philadelphia from April 1-3, 2019, and in San Francisco from July 29-31, 2019.

CFP® professionals attending this program will receive 21.5 hours of general CE credit from CFP Board.

Learn more and Register to Attend

Listen to a podcast about the new Client Psychology program featuring Wharton Adjunct Finance Professor Christopher Geczy, Kevin Keller, CEO of CFP Board; and Charles Chaffin, Director of Academic Programs and Initiatives of the CFP Board’s Center for Financial Planning: