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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