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THE RICH LINK BETWEEN PLANNING AND PSYCHOLOGY - AND ITS VAST POTENTIAL

By Tobias Salinger May 24, 2022 Financial Planning

CFP Board Chair Kamila Elliott, CFP® discusses how the psychology of financial planning is an important part of the evolution of the profession, in which today’s planners work to help clients reach their personal and financial goals.

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Financial Planning
Tobias Salinger
May 24, 2022