Learn and apply skills to develop impactful client-planner relationships by helping clients create and achieve financial goals and optimal well-being. As a participant, you will apply counseling, communication, and psychological insights to the financial planning process when working with clients.
DurationLearn and apply skills to develop impactful client-planner relationships by helping clients create and achieve financial goals and optimal well-being. As a participant, you will apply counseling, communication, and psychological insights to the financial planning process when working with clients.
The Behavioral Financial Planning Experience program provides hands-on tools and techniques focused on communication, counseling, and client psychology, with an emphasis on financial therapy.
The program is designed to help financial planners enhance the client-planner relationship by shaping the way clients think about the financial planning process.
What is behavioral financial planning? Behavioral financial planning, as conceptualized at the University of Georgia, is defined as a method of creating and achieving goals by applying psychological and relational insights into the financial planning process to enhance individual and family well-being.
You Will Learn:
Course Topics Include:
The strength of Atlanta rests in its citizens whose skills, values, and ethics make them a productive and competitive force. The men and women of Atlanta should be productive workers if the city and its environs are to attract new business and industry and strengthen existing companies that have enabled Atlanta to become the commercial hub of the entire Southeast.
Atlanta Technical College does not discriminate on the basis of age, race, color, national origin, sex, religion, marital status, or disability. Individuals should be provided programs and services that will enable them to develop and improve their academic skills, technical competence, and work attitudes. These attributes are necessary for job acquisition, retention, and advancement in a career that is personally satisfying, socially useful, and economically beneficial.
Atlanta Technical College believes that opportunities in technical education must include general and technical literacy, academic skills and knowledge, technical skills, and the attitudes needed to enjoy life. To obtain employment, individuals must be competitive in today’s job market, and they must possess the skills that will earn them promotions throughout their careers.
Atlanta Technical College believes that the positive results of a literate and technical competent citizenry will accelerate Atlanta’s continued appeal to existing, expanding, new, and emerging businesses and industries and will in turn contribute to the economic and social growth of individuals living and working in and around Atlanta.
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This course introduces students to the profession of personal financial planning, emphasizing the identification and quantification of financial objectives and the interrelated facets of a wide range of technical personal financial planning material.
Learn Microsoft Excel and Corporate Finance. The five-day Financial Analyst Training program offers the most affordable and comprehensive training available for complete beginners to learn the necessary skills to become a financial analyst.
The University of Miami, in partnership with Dalton Education, is pleased to announce our new online Executive Certificate in Financial Planning Program. This program is designed to fulfill the education requirement to sit for the CFP® Certification Examination.
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