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

What You’ll Learn In Psychology of Financial Planning Specialist

• 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

About Brad Klontz

Brad Klontz, Psy.D., CFP® is an expert in financial psychology, financial planning, and applied behavioral finance. He’s an Associate Professor of Practice at Creighton University Heider College of Business, Co-Founder of the Financial Psychology Institute, and Managing Principal of YYMW Advisors.

Dr. Brad is co-author/co-editor of 8 books on the psychology of money: Psychology of Financial Planning (Wiley, 2023), The Practitioner’s Toolkit (Wiley, 2023), Money Mammoth (Wiley, 2020) Facilitating Financial Health (NUCO, 2008; 2016), Financial Therapy (Springer, 2015), Mind Over Money (Broadway Business, 2009), Wired for Wealth (HCI, 2008), and The Financial Wisdom of Ebenezer Scrooge (HCI, 2005; 2008).

He is a Fellow of the American Psychological Association, and a Former President of the Hawaii Psychological Association. He was awarded the Innovative Practice Presidential Citation from the American Psychological Association for his application of psychological interventions to help people with money and wealth issues and his innovative practice in financial psychology for practitioners across the country.

Dr. Brad has been a columnist for the Journal of Financial Planning, On Wall Street, and PsychologyToday.com. His work has been featured on ABC News’ 20/20, Good Morning America, and in USA Today, The Wall Street Journal, New York Times, Washington Post, Los Angeles Times, Time, Kiplinger’s, Money Magazine, NPR and many other media outlets and professional magazines and journals.

He was appointed to the CNBC Financial Advisor Council in 2023 and received the 2018 and 2021 Montgomery-Warschauer Awards from the Journal of Financial Planning, honoring the most outstanding contribution to the betterment of the financial planning profession. He has partnered with organizations including Capital One, JP Morgan Chase, Mutual of Omaha, and H&R Block in efforts to help raise public awareness around issues related to financial health and financial psychology.

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