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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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