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The Psychology of Money: Insights into Better Client Outcomes

Virtual Event Virtual Event

January 16 @ 1:00 pm 2:00 pm America/New York

Free Approved for 1 continuing education unit for the CFP® and AFC® certifications.


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Recognition of the impact of psychology on financial decisions is ever-increasing, as is evidenced by the Certified Financial Planner (CFP®) Board’s recent decision to include components of psychology in the updated CFP® examination. This presentation will focus on behavioral finance and the impact of psychology on clients’ financial decisions, with an emphasis on building trust, being authentic with clients, and an introduction of communication essentials that can be applied directly in practice.

Learning Objectives: 

Participants will: 

  1. Increase understanding of why clients may not follow through with the advisor’s recommendations
  2. Gain insight into how to ask better questions to gain insight into the client’s financial situation
  3. Learn ways to build trust & authenticity with clients in a way that builds rapport