Skip to main content
In the News

Talking About Money Can Be an Emotional Minefield: When Financial Advisers Become Family Therapists

By Jessica Hall November 29, 2023 MarketWatch

Talking about money can quickly get personal. "You're dealing with people, not widgets." John Loper, CFP®, CFP Board’s Managing Director of Professional Practice, highlights the need to integrate financial psychology into the CFP® certification curriculum. This ensures that future CFP® professionals are well-prepared to assist clients facing complex financial decisions.

Read more at MarketWatch

Jessica Hall
November 29, 2023