Launched by the cfp board center for financial planning and the aresty institute of executive education at the wharton school of the university of pennsylvania client psychology is a new course that aims to help financial advisors develop a more effective client centered practice by drawing heavily in advances in psychology behavioral finance . Client psychology qualifies for 215 credit hours of continuing education by the cfp board if you are a cfp r professional credit for your participation in this program will be automatically recorded after you have successfully attended this wharton program please provide your cfp member number in the required field on the application. A client centered approach to financial planning practice built by research for practitioners the second in the cfp board center for financial planning series client psychology explores the biases behaviors and perceptions that impact client decision making and overall financial well being. The cfp board center for financial planning and the aresty institute of executive education at the wharton school of the university of pennsylvania are launching a first of its kind educational opportunity for financial advisers planners and brokers through a new course called client psychology. News cfp board wharton to offer client psychology course for advisors the course is aimed at helping financial professionals better understand the drivers behind the decisions clients make
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