Become a Certified Psychology of Financial Planning Specialist with Brad Klontz’s Comprehensive Program

Introduction To Brad Klontz – Psychology of Financial Planning Specialist

Dive into the intricate relationship between psychology and financial planning with the innovative Psychology of Financial Planning Specialist program, designed by Brad Klontz. This comprehensive curriculum is tailored for financial professionals looking to deepen their understanding of client behavior, enhance engagement, and deliver exceptional service across diverse client profiles.

What Is Brad Klontz – Psychology of Financial Planning Specialist?

The “Psychology of Financial Planning Specialist” program developed by Dr. Brad Klontz is a comprehensive training designed for financial professionals who want to integrate psychological principles into their practice to better understand and assist their clients. This program teaches financial planners about the psychological aspects that affect financial decision-making and behaviors.

PROOF OF COURSE (2.0 GB)

PSYCHOLOGY OF FINANCIAL PLANNING

THE PRACTITIONERS GUIDE TO MONEY AND BEHAVIOR

PSYCHOLOGY OF FINANCIAL PLANNING SPECIALIST™

Equipping financial professionals with knowledge and tools to better understand, engage, and serve a broad range of clients.

9 Hour CEU Program

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

Understanding Your Client’s Financial Psychology 

This 60-minute self-study program is taught by Dr. Brad Klontz, CFP® & Dr. Charles Chaffin.

It introduces a model for helping financial planners understand their client’s financial psychology and how they can improve the effectiveness of their financial planning services.nnections with your clients, guiding them towards their financial goals with empathy and understanding

Who is Brad Klontz?

Dr. Brad Klontz, Psy.D., CFP®, is an accomplished professional in the field of financial psychology, financial planning, and applied behavioral finance. He holds the position of Associate Professor of Practice at Creighton University Heider College of Business. Additionally, Dr. Klontz is a co-founder of the Financial Psychology Institute and serves as the Managing Principal of Your Mental Wealth Advisors. He has co-authored or edited eight books on the psychology of money, contributing significantly to the understanding and application of financial psychology.

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