Understanding CFP Board’s Psychology of Financial Planning™ | Experts from Certified Financial Planner Board of Standards 00:10:00
Discover the insights from CFP Board’s Psychology of Financial Planning™ webinar, featuring experts who edited and contributed to the new book, "The Psychology of Financial Planning." Learn how this curriculum addition enhances the CFP® certification by deepening client-planner relationships with proven methodologies. Gain valuable knowledge on the domain's principal topics, CFP Board’s Competency Framework, and resources like the book itself. This webinar highlights scalable benefits for firms and strategies to retain advisors and clients alike. The Certified Financial Planner Board of Standards (CFP Board) aims to elevate financial planning standards through education and professional development initiatives.