Brad Klontz – Psychology of Financial Planning Specialist

Brad Klontz – Psychology of Financial Planning Specialist course is now available at an affordable price. You can check out directly using multiple payment gateway options. If you have any questions or need an alternative payment method, feel free to contact us.

Equipping financial professionals with knowledge and tools to better understand, engage, and serve a broad range of clients.
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Brad Klontz – Psychology of Financial Planning Specialist

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.
THIS COURSE HAS BEEN APPROVED FOR 1 CEU by the CFP BOARD

Delivery Policy

When will I receive my course?

You will receive a link to download/view your course immediately or within 1 to 24 hrs. It may takes few minutes, also few hours but never more than 24 hrs. Due to different time zone reasons.

How is my course delivered?

We deliver courses through Google Drive or Telegram. Once your order is complete, you?ll receive an email with a Google Drive or Telegram channel access link to view/download the course.

In case you submit a wrong email address, please contact us to resend the course to the correct email.

Where can I find my course?

Upon completing your order, a link to download or access the course will be sent to your email. Alternatively, you can find it in the ‘My Account’ download section.
If you do not see it there, please share a screenshot of your order and payment with me on Telegram at @ bossallcourses_bot to ensure prompt assistance. I am highly responsive on Telegram.