Psychology of Financial Planning Specialist – Brad Klontz

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Brad Klontz – Psychology of Financial Planning Specialist

Equipping financial professionals with knowledge and tools to better understand, engage, and serve a broad range of clients.

Understanding Your Client’s Financial Psychology

This 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.

What’s inside Psychology of Financial Planning Specialist?

9 Hour CEU Program

Module 1: Intro to the Psychology of Financial Planning

Module 2: Client Values & Goals: The Planner’s Role in Facilitating Financial Success

Module 3: Understanding Your Client’s Background

Module 4: Understanding Your Client’s Money Beliefs

Module 5: Understanding your Client’s Financial Behaviors

Module 6: Multicultural Competence in Financial Planning

Module 7: Dealing with Client Money Conflicts

Module 8: Six Steps to Help a Client Navigate a Crisis Event

Module 9: Behavioral Finance for Financial Planners

Module 10: Client Learning Styles and Risk Tolerance

Module 11: Principles of Effective Communication

Module 12: Counseling in Financial Planning Practice

Module 13: Getting the Client to Take Action

Module 14: Implementing Financial Psychology into Practice