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Psychology of Financial Planning Specialist™

Issued by Financial Psychology Institute®

Equipping financial professionals with knowledge and tools to better understand, engage, and serve a broad range of clients.

Type Learning
Level Intermediate
Time Hours
Cost Paid

Additional Details

Skills

Behavioral Finance
Communication
Counseling Techniques
Financial Advising
financial coaching
Financial Counseling
Financial Planning
Multicultural Education
Wealth Management

Earning Criteria

Equipping financial professionals with knowledge and tools to better understand, engage, and serve a broad range of clients.

Standards

Want to join our Psychology of Financial Planning Community?

Sign-up today to reserve your discounted rate of $95/month. Price will INCREASE after launch if there are spaces available.