Search results for: "Psychology of Financial Planning" CFP

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Is a Master’s in Financial Planning the Right Fit?

More universities are offering master’s degrees in financial planning, but the programs vary widely in what and who they teach.  

Understanding Clients Made Easier

A veteran advisor says learning about client behavior is like unlocking a secret code that helps you provide better advice.

Playing Therapist for Advisory Couples Who Disagree

Saving marriages isn’t our columnist’s specialty, but she helps spouses connect better on money matters. (By Cary Carbonaro)

Being Sympathetic with Clients Can Lead to Bad Outcomes

Learning to be empathetic helps advisors with client and employee retention, say these experts.

Client Crises Can Catch Advisors Off Guard

Here’s how to effectively respond when clients reveal a personal or emotional crisis during a meeting.

When a Dream House Is a Bad Idea

How can a planner better frame the risks and a client’s decision in hopes the effort will lead to a better outcome?

Latest news

Calamos Investment Team Outlook, April 2024

Markets reflected upbeat sentiment about a resilient US economy in the first quarter. (Calamos Investment Team)

Charitable Contribution Tax Scheme Ends in 8-Year Prison Sentence

The scheme, "The Ultimate Tax Plan," purported to offer high-income clients a way to reduce their taxes through false charitable deductions.

Soaring Car Insurance Costs Hit New-Car Buyers

In one of the cruel twists of an inflation-weary U.S. economy, car prices are coming down — but insurance on them is going way up.

Parents of ‘Boomerang’ Children Need Guidance

An adult child’s return to the parental home can be stressful for everyone, but an advisor can facilitate success and normalcy. (By Bryce Sanders)

Should 80-Year-Old LGBTQ+ Clients Wed?

Marriage can be a big benefit from a financial-planning perspective, and client couples need to hear why. (By Laura J. LaTourette)