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Virtual Event

2022 Client Psychology Program: Summer Course

The Client Psychology Program – offered by Wharton Executive Education in partnership with CFP Board’s Center for Financial Planning – helps financial advisors develop a more effective client-centered practice. CFP® professionals earn CE credit for attending.

July 18, 2022 - August 11, 2022

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:

  • 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 include:

  • Resilience and Optimism
  • Persuasion and Influence
  • Risk Aversion and Client Personality
  • Future Self
  • Self-Efficacy and Reflective Practice
  • Client Behavior and Decision Making
  • The Challenges to Evidence-Based Decision Making
  • Understanding Client Communication Styles
  • Heuristics and Biases
  • Building Relationships Through Neuroscience
  • Elements of Clinical Psychology Including Spending, Saving, and Money Disorders
  • Expert Perspectives From Practitioners

Additional Details – Course Format, CE Credit and Cost

Classes are held every Tuesday & Thursday, and are conducted LIVE virtual. There is a $2,495 registration fee to attend.

CFP® professionals attending this program will receive 21.5 hours of general CE credit offered by Wharton Executive Education.

Learn More and Register for the Client Psychology Program