Brad Klontz – Psychology of Financial Planning Specialist

Brad Klontz – Psychology of Financial Planning SpecialistEquipping financial professionals with knowledge and tools to better understand, engage, and serve a broad range of clients.9 Hour CEU ProgramModule 1: Intro to the Psychology of Financial PlanningModule 2: Client Values & Goals: The Planner’s Role in Facilitating Financial SuccessModule 3: Understanding Your Client’s BackgroundModule 4: Understanding Your Client’s Money BeliefsModule 5: Understanding your Client’s Financial BehaviorsModule 6: Multicultural Competence in Financial PlanningModule 7: Dealing with Client Money ConflictsModule 8: Six Steps to Help a Client Navigate a Crisis EventModule 9: Behavioral Finance for Financial PlannersModule 10: Client Learning Styles and Risk ToleranceModule 11: Principles of Effective CommunicationModule 12: Counseling in Financial Planning PracticeModule 13: Getting the Client to Take ActionModule 14: Implementing Financial Psychology into PracticeUnderstanding Your Client’s Financial PsychologyThis 60-minute self-study program is taught by Dr. Brad Klontz, CFP® & Dr. Charles Chaffin.It introduces a model for helping financial planners understand their client’s financial psychology and how they can improve the effectiveness of their financial planning services.THIS COURSE HAS BEEN APPROVED FOR 1 CEU by the CFP BOARDThere are no reviews yet.Add a Review Cancel replyYou must be to post a review.