Psychology of Financial Planning Specialist by Brad Klontz

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​PSYCHOLOGY OF FINANCIAL PLANNING SPECIALISTNow Available!Equipping 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 Practice

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