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Announcement

CFP Board’s Psychology of Financial Planning™ Webinar

August 25, 2022

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.