Psychology of Financial Planning Specialist With Brad Klontz

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Psychology of Financial Planning Specialist With Brad Klontz

Psychology of Financial Planning Specialist With Brad Klontz

PSYCHOLOGY OF FINANCIAL PLANNING

THE PRACTITIONERS GUIDE TO MONEY AND BEHAVIOR

PSYCHOLOGY OF FINANCIAL PLANNING SPECIALIST™

Equipping financial professionals with knowledge and tools to better understand, engage, and serve a broad range of clients.

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.

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Frequently Asked Questions:

1. Innovative Business Model:
   • Embrace the reality of a genuine business! Our approach involves forming a group buy, where we collectively share the costs among members. Using these funds, we purchase sought-after courses from sale pages and make them accessible to individuals facing financial constraints. Despite potential reservations from the authors, our customers appreciate the affordability and accessibility we provide.
2. The Legal Landscape: Yes and No:
   • The legality of our operations falls into a gray area. While we lack explicit approval from the course authors for resale, there’s a technicality at play. When procuring the course, the author didn’t specify any restrictions on resale. This legal nuance presents both an opportunity for us and a boon for those seeking budget-friendly access.
3. Quality Assurance: Unveiling the Real Deal:
   • Delving into the heart of the matter – quality. Acquiring the course directly from the sale page ensures that all documents and materials are identical to those obtained through conventional means. However, our differentiator lies in going beyond personal study; we take an extra step by reselling. It’s important to note that we are not the official course providers, meaning certain premium services aren’t included in our package:
     • No coaching calls or scheduled sessions with the author.
     • No access to the author’s private Facebook group or web portal.
     • No entry to the author’s exclusive membership forum.
     • No direct email support from the author or their team.

   We operate independently, aiming to bridge the affordability gap without the additional services offered by official course channels. Your understanding of our unique approach is greatly appreciated.