Search results for: "Psychology of Financial Planning" CFP

If you're not happy with the results, please do another search.

FPA Renews Psychology of Financial Planning Specialist Program Partnership

FPA members will get a discount for the course, which helps planners address client communication, care and interpersonal impact.

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.

Latest news

Even Grave Errors at Rehab Hospitals Go Unpenalized and Undisclosed

The Trump administration has not determined whether it will continue the effort to rate rehab facilities, according to a CMS spokesperson.

Booming Startups Offer Opportunities for Advisors in These Two States

New business owners need financial professionals with a full range of services, say advisors already eyeing opportunities here.

One Big Beautiful Bill’s $10K Auto Loan Tax Break is Illusory for Most

Only 3% of vehicle buyers will qualify, and most for a far smaller deduction, Caribou reports.

Finalists Named for Awards Honoring Advisors Who Make a Difference

Invest in Others will present awards and donations to advisors' designated charities — ranging from $2,000 to $60,000 — at its upcoming gala.

CFP Board Names Kansas State U. Researcher as 2026 Chair-Elect

Martin Seay’s studies include how consumers seek and use financial advice.