Client Psychology Program

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.

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. Participants may include:

• CFP® professionals and those on their way to obtaining CFP® certification
• Financial planners working within a variety of client-centered business models
• Investment advisors, brokers, and counselors
• Any investment professional with a “Know Your Client” role
• Professionals in accounting, insurance or related fields

Session topics will include:

• Understanding Resilience and Optimism
• Persuasion and Influence
• Risk Aversion and Client Personality
• Future Self
• Self-Efficacy and Reflective Practice
• Expert Perspectives From Practitioners

CFP® professionals attending this program receive 21.5 hours of general CFP Board CE credit, offered by Wharton.