FPA offers course on planning psychology
The nine-credit on-demand program includes seven hours of video instruction and focuses on how financial planners can build deeper relationships with clients.
The Financial Planning Association is teaming with the authors of a book on money and behavior to offer a nine-credit, on-demand program on the psychology of financial planning.
The program — Psychology of Financial Planning Specialist Badge Program — has over seven hours of video instruction and exercises and focuses on how financial planners can build deeper relationships with clients through tools and techniques that build better communication, cultural competence, goal-setting, and responding to client crisis events. It was developed by Dr. Brad Klontz and Dr. Charles Chaffin, co-authors with Dr. Ted Klontz of the recently released book, “Psychology of Financial Planning: The Practitioner’s Guide to Money and Behavior.”
Upon completion of the program, financial planners will receive the psychology of financial planning specialist badge, which they can display on their websites and social media platforms, the Financial Planning Association said in a press release Monday.
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