CFP Board’s Psychology of Financial Planning™ Webinar

During this webinar, which is part of CFP Board’s Psychology of Financial Planning™ Presentation Series, the experts who edited and contributed to CFP Board’s new book, The Psychology of Financial Planning, shared why this addition to the CFP® certification curriculum is a game-changer, equipping CFP® professionals with proven methodologies that deepen the client-planner relationship.

Topics addressed include:

• Overview and origin of the Psychology of Financial Planning Domain
• The Principal Knowledge Topics that make up the Psychology of Financial Planning Domain
• CFP Board’s Competency Framework
• Psychology of Financial Planning resources for practitioners, including CFP Board’s book, The Psychology of Financial Planning
• Answers to questions from the live audience

Investing in this body of knowledge will provide more scalable benefits for firms and help retain advisors and their clients.