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.
The course introduces you to the financial planning process and teaches you how to work with clients to set goals and assess risk tolerance.
This certification is comprised of two courses: Structuring Leveraged Buy-Outs and LBO Modeling. It will provide participants with the framework to identify appropriate candidates for leverage, build a model to demonstrate the impact of debt on the financials, and the skills to structure.
Management can be summarized as the process of making informed decisions in three key areas: investment, financing and operations.
This course provides financial literacy skills to adults with intellectual and developmental disabilities. Students learn how to manage their money, calculate interest rates, using a credit card, debit card and learn how to identify fees while banking.
clients define and achieve their objectives during and beyond their lifetime. Learn the tax considerations and gifting strategies surrounding individual income tax, fiduciary income tax and federal estate tax.
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