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. 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. In client psychology you will adapt to disruptive change in the financial planning industry by becoming more client centered articulate how better knowledge of client psychology decision making and behavioral finance can help you build deeper long lasting customer relationships. 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. Client psychology qualifies for 215 credit hours of continuing education by the cfp r 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
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