The Behavioral Financial Planning Experience

by Atlanta Technical College Claim Listing

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.

$2900

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img Duration

18.5 Hours

Course Details

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.

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:

  • Work with world-renowned behavioral financial planning thought leaders, researchers, and clinicians.
  • Engage in cutting-edge behavioral financial planning training through one-on-one and small group interactions.
  • Obtain hands-on education and training in a clinical setting.
  • Earn up to 18.5 CFP® continuing education credits, including 2 hours of ethics training.
  • Earn a certificate of completion.
 

Course Topics Include:

  • Principles of Behavioral Finance
  • Diversity in Financial Planning
  • Client Biases and the Role of Personality
  • Assessing Clients Attitudes and Behaviors
  • Communicating with Clients
  • Learning and Applying Financial Counseling and Therapeutic Skills
  • Atlanta Branch

    1560 Metropolitan Pkwy SW, Atlanta

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