Psychology of Financial Planning Online Course

Join the Financial Planning Institute of Southern Africa (FPI) for a course on Psychology of Financial Planning. Extended up until the end of December 2024.

This program is designed to equip the financial planning profession with the knowledge and tools to better understand, engage, and serve a broad range of clients.

Program Objectives:

1. ‍‍Identify client biases, beliefs, cultural identity, and behaviors and all the other psychological factors. This impacts both the client’s financial goals & client-planner relationship.
2. Apply a variety of tools and techniques to help increase client acquisition, retention, and the effectiveness of financial planning.
3. Identify their own money beliefs and biases that can impact their client relationships.
   

This program will cover the following modules:

• Module 1: Intro to the Psychology of Financial Planning.
• Module 2: Client Values & Goals: The Planner’s Role in Facilitating Financial Success.
• Module 3: Understanding Your Client’s Background.
• Module 4: Understanding Your Client’s Money Beliefs.
• Module 5: Understanding your Client’s Financial Behaviors.
• Module 6: Multicultural Competence in Financial Planning.
• Module 7: Dealing with Client Money Conflicts.
• Module 8: Six Steps to Help a Client Navigate a Crisis Event.
• Module 9: Behavioral Finance for Financial Planners.
• Module 10: Client Learning Styles and Risk Tolerance.
• Module 11: Principles of Effective Communication.
• Module 12: Counseling in Financial Planning Practice.
• Module 13: Getting the Client to Take Action.
• Module 14: Implementing Financial Psychology into Practice.

Course details:

Register by: 17 December 2024

CPD hours: 8.50 Verifiable General CPD hours

Cost: R 6 000 (Inclusive of VAT)

For more information on this please go to  The-psychology-of-financial-planning