The Psychology of Financial Planning Relationships
Includes a Live Web Event on 05/13/2025 at 1:00 PM (MDT)
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Brought to you by the Business Success Knowledge Circle: This Knowledge Circle will be about how personality traits, attitudes, values, biases, demographics, socioeconomic influences, and religious beliefs can all affect financial decisions.
Competency Level: Foundational
FPA Competency: Client Communication & Care
CFP Board Topic: N/A
CFP Board CE Credit Hours: 0
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The Psychology of Financial Planning Relationships
05/13/2025 at 1:00 PM (MDT) | 60 minutes
05/13/2025 at 1:00 PM (MDT) | 60 minutes
Brought to you by the Business Success Knowledge Circle: This Knowledge Circle will be about how personality traits, attitudes, values, biases, demographics, socioeconomic influences, and religious beliefs can all affect financial decisions.