TALKING ABOUT MONEY CAN BE AN EMOTIONAL MINDFIELD: WHEN FINANCIAL ADVISERS BECOME FAMILY THERAPISTS

Talking about money can quickly get personal. "You're dealing with people, not widgets." John Loper, CFP®, CFP Board’s Managing Director of Professional Practice, highlights the need to integrate financial psychology into the CFP® certification curriculum. This ensures that future CFP® professionals are well-prepared to assist clients facing complex financial decisions.

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