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Overview of 2020 Offerings of CFP Board Client Psychology Program at Wharton

December 17, 2019

On December 16, 2019, Dr. Charles Chaffin, Director of Academic Initiatives at the CFP Board Center for Financial Planning, and Dr. Chris Geczy, Professor of Finance at the Wharton School of the University of Pennsylvania, presented this webinar to discuss the 2020 offerings of Client Psychology.

This program, co-offered by CFP Board Center for Financial Planning and Wharton Executive Education, is focused on financial planning advisors and the ways they can be more client-centered, specifically exploring the biases, behaviors, and perceptions that impact client decision-making and financial well-being. 

View webinar