Events
FPSB Psychology in Practice: Financial Planner Essentials video series and E-book
FPSB Psychology in Practice: Financial Planner Essentials video series
In this educational video series, hear direct from the authors and experts who have collaborated with FPSB on the Psychology in Practice: Financial Planner Essentials e-book. Each video takes a closer look at key topics in psychology that financial planners can draw upon to better understand and meet the unique needs of clients.
1. Using the Transtheoretical Model of Change in Financial Planning
2. Applying Psychology Coaching Techniques in Financial Planning
3. Managing Risk Tolerance in Financial Planning
4. Integrating Solution-Focused Brief Therapy in Financial Planning
Upon completion of videos and assessments you will be awarded 4 Verifiable General CPD hours
FPSB Psychology in Practice: Financial Planner Essentials E-book
Designed for financial planning professionals, this e-book provides research-based insights and practical strategies to master the psychology of financial planning – a new knowledge domain within the FPSB Global Financial Planning Standards.
Unlock the power of psychology to transform your client relationships
Transform your approach to financial planning by integrating psychology, counseling, and coaching to deepen client connections and enhance outcomes.
Upon completion of the eBook you will be awarded 8.5 Verifiable General CPD hours