Work with experts to master client-centered skills in financial planning.

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.

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Format: Classroom

Hours: 18.5

Credits: 18.5 CFP® -1.85 CEU

Where: Athens campus

Cost: $2,900 Fee Details

Benefits of Continuing Education for Financial Planners

  • 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.

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.

Attendees will have an opportunity to work closely with some of the nation’s leading behavioral financial planning researchers and teachers. 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

A key element embedded in this program is the opportunity to work directly with experts in behavioral financial planning and marriage and family therapy in one-on-one and in a small group work environment—the program provides ample opportunities to learn by doing.

After completing this 3-day course, you should be able to:

  1. Develop strategies to incorporate elements of client psychology into financial planning practice.
  2. Understand and assess client attitudes and preferences in a valid manner.
  3. Develop a financial therapy toolkit.
  4. Understand the principles of behavior finance.
  5. Develop fundamental skills in client communication.
  6. Appreciate the complexity of diversity issues in financial planning.
  7. Apply CFP® practice standards and ethics within the behavioral financial planning scope of practice.

Who Should Attend?

  • Experienced financial planners who wish to add behavioral elements to their practice.
  • Financial planners who want to concurrently obtain continuing education experience while building a skill set in behavioral financial planning.
  • Financial therapists who want to network with others.
  • Mental Health Clinicians who are interested in learning how to incorporate financial issues into practice.

Course Information

Course Date Info: 

For Frequently Asked Questions, please click on the downloadable file.

UGA Center for Continuing Education & Hotel
1197 South Lumpkin Street, Athens, GA 30602
United States
Course Fee(s): 

$2,900 (includes lodging) For details about Program Fees and Lodging, please click on the downloadable file.

Your instructors for the 3-day course are:

  • John Grable, Ph.D., CFP®
  • Kristy Archuleta, Ph.D., LMFT
  • Charles Chaffin (Your Keynote Speaker)
  • W. Keith Campbell, Ph.D.
  • Megan Ford, M.S., LMFT
  • Swarn Chatterjee, Ph.D.
  • Lance Palmer, Ph.D., CFP®
  • Joe Goetz, Ph.D., AFC®
  • Kenneth White, Ph.D.
  • Ron Sages, Ph.D., CFP®

For more details about the Instructors, please click on the downloadable file.