During this webinar, which is part of CFP Board’s Psychology of Financial Planning™ Presentation Series, the experts who edited and contributed to CFP Board’s new book, The Psychology of Financial Planning, shared why this addition to the CFP® certification curriculum is a game-changer, equipping CFP® professionals with proven methodologies that deepen the client-planner relationship.
Topics addressed include:
Overview and origin of the Psychology of Financial Planning Domain, The Principal Knowledge Topics that make up the Psychology of Financial Planning Domain, CFP Board’s Competency Framework, Psychology of Financial Planning resources for practitioners, including CFP Board’s book, The Psychology of Financial Planning and Answers to questions from the live audience
Investing in this body of knowledge will provide more scalable benefits for firms and help retain advisors and their clients.
