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Insight Centers
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Search results for:
"Psychology of Financial Planning" CFP
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Rethinking65
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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.
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Jerilyn Klein
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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.
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Dorothy Hinchcliff
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Understanding Clients Made Easier
A veteran advisor says learning about client behavior is like unlocking a secret code that helps you provide better advice.
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Jerilyn Klein
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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)
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Dorothy Hinchcliff
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Being Sympathetic with Clients Can Lead to Bad Outcomes
Learning to be empathetic helps advisors with client and employee retention, say these experts.
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Dorothy Hinchcliff
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Client Crises Can Catch Advisors Off Guard
Here’s how to effectively respond when clients reveal a personal or emotional crisis during a meeting.
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Latest news
Caregiving
Is a Well-Funded, Restful Retirement Possible?
Adult children helping their parents navigate the cost of care and care-related challenges are doubtful.(By Lewis J. Walker)
Taxes
How the $1,000 ‘Trump Accounts’ for Newborns Will Work
Many details have yet to be worked out, but here are answers to some of the questions your clients may have about the program.
College Planning
8 Million Federal Student Loan Borrowers Will Soon See Interest Restart
Those in the SAVE repayment program need to understand their options and make decisions soon.
Work Life
Which Workers Will AI Hurt Most: The Young or the Experienced?
Either way, AI's thinning of the workforce will have profound effects on society.
Money
Head of SEC’s Crypto Task Force Says ‘Tokenized’ Stocks Are Securities
Hester M. Peirce says companies should meet with the SEC to see if a tokenized security complies with federal law.
