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.
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
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