Brad Klontz – Psychology of Financial Planning Specialist

Description

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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