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Psychology a 'Core' Planning Topic Requiring More Training, Study Says

October 16, 2025

Financial planners are spending more time addressing non-financial topics, such as family conflict, financial abuse and mental health, and are seeking additional training in these areas. CFP Board’s The Psychology of Financial Planning resource guide emphasizes that crises, behavioral patterns and relationship conflicts are a fundamental part of modern financial advising.

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Financial Planning
Tobias Salinger
October 16, 2025