Brad Klontz – Psychology of Financial Planning Specialist

Become a CertifiedPsychologyof Financial Planning Specialist with Brad Klontz’s Comprehensive Program Dive into the intricate relationship between psychology and financial planning with the innovative Psychology of Financial Planning Specialist program, designed by Brad Klontz. This comprehensive curriculum is tailored for financial professionals looking to deepen their understanding of client behavior, enhance engagement, and deliver exceptional service across diverse client profiles. Course Overview: 9-Hour CEU Accredited Program:Gain valuable continuing education credits through an immersive learning experience.In-depth Modules:Explore 14 meticulously designed modules, ranging from an introduction to financial psychology to practical applications in financial planning:Module 1: Kickstart your journey with an overview of the financial planning psychology.Module 2-5: Delve into uncovering client values, goals, backgrounds, money beliefs, and behaviors for a holistic understanding.Module 6: Enhance multicultural competence to serve diverse clientele effectively.Module 7-8: Navigate client money conflicts and crisis events with tailored strategies.Module 9-13: Apply behavioral finance principles, understand client learning styles, communication, counseling, and action-taking strategies.Module 14: Integrate financial psychology insights into your practice for impactful client interactions. Key Takeaways: Comprehensive Client Understanding:Equip yourself with the tools to explore and understand the psychological underpinnings of your clients’ financial decisions.Cultural Competency:Develop strategies for addressing and respecting the diverse financial beliefs and practices of a multicultural client base.Behavioral Finance Insights:Leverage behavioral finance to anticipate and mitigate biases that may affect client decision-making.Effective Communication:Master principles of effective communication tailored to financial planning, enhancing client relationships and outcomes.Practical Application:Learn how to seamlessly incorporate financial psychology into your practice, encouraging client action and facilitating financial success. Expert Instruction: Led by Dr. Brad Klontz, CFP®, and Dr. Charles Chaffin, this 60-minute self-study program lays the groundwork for understanding financial psychology, offering a robust model for financial planners to elevate their advisory services. Embrace the opportunity to transform your financial planning approach with the Psychology of Financial Planning Specialist™ program. By integrating psychological insights into your practice, you’ll not only enrich your professional skillset but also forge deeper, more meaningful connections with your clients, guiding them towards their financial goals with empathy and understanding Who isBrad Klontz? Dr. Brad Klontz, Psy.D., CFP®, is an accomplished professional in the field of financial psychology, financial planning, and applied behavioral finance. He holds the position of Associate Professor of Practice at Creighton University Heider College of Business. Additionally, Dr. Klontz is a co-founder of the Financial Psychology Institute and serves as the Managing Principal of Your Mental Wealth Advisors. He has co-authored or edited eight books on the psychology of money, contributing significantly to the understanding and application of financial psychology.