Learning Center

From Functioning to Flourishing: Applying Positive Psychology to Financial Planning

4 (1 vote)

Be introduced to positive psychology and how it can be applied to improve clients’ quality of life and sense of well-being through the financial planning process. Look at well-being framework and discuss the tools and resources from positive psychology that are applicable to financial planning.

  • Understand what positive psychology is and how positive psychology supports the financial planning process
  • Identify theory and scientifically grounded tools, resources, and exercises from positive psychology that contribute to client well-being
  • Understand how to integrate positive psychology into financial planning practice

Key:

Complete
Failed
Available
Locked
From Functioning to Flourishing: Applying Positive Psychology to Financial Planning
Open to view video.
Open to view video.
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available