CFP Board Client Psychology Program at Wharton
Study of Client Psychology is a burgeoning field merging traditional financial knowledge with best practices from finance, financial planning and the human sciences. CFP Board offers a course of study in partnership with the Aresty Institute of Executive Education at the Wharton School of the University of Pennsylvania, as well as Client Psychology, published with Wiley.
KEEP PACE WITH an evolving profession
Technology, regulation and competition have radically disrupted financial planning and the relationship between advisor and client. For planners, this shift requires new thinking that relies on better understanding a client’s psyche, improving communication and focusing on stronger long-term relationships.
Read more about the field of Client Psychology and our book, Client Psychology, in our Industry Insights section.
GAIN INSIGHTS, Earn Credits
Client Psychology is a course that aims to help financial advisors better understand the biases, behaviors and perceptions that impact client decision making and financial well-being. CFP® professionals attending this program receive 21.5 hours of general CFP Board CE credit, offered by Wharton. Information on future offerings of the course will be announced on this page and in our Events section.
A Client-Centered Approach
The second book in the CFP Board Center for Financial Planning Series, Client Psychology, explores the biases, behaviors and perceptions that impact client decision-making and overall financial well-being.
More about the client psychology course
Learn about program details to consider enrolling in a future Client Psychology course. The program will be offered virtually from July 18 - August 11, 2022.Register for the Program
This program is designed broadly for any professional who advises clients on investments, insurances or other aspects of financial planning. Faculty looking to better prepare their students to enter the profession would benefit greatly from this new and growing interdisciplinary topic. The insights into understanding client psychology, improving communication with investors, planning subjects and achieving better outcomes will be valuable for a wide range of potential attendees, including:
- Adapt to disruptive change in the financial planning industry by becoming more client-centered.
- Articulate how better knowledge of client psychology, decision making, and behavioral finance can help you build deeper, long-lasting customer relationships.
- Gain skills that will help your clients achieve better outcomes by understanding their needs and preferences and helping them cope with life events and market volatility.
- Investor Psychology Across Generations
- The Challenges to Evidence-Based Decision Making
- Heuristics and Biases