Today’s leading financial planners do more than manage money – they understand people. As client expectations evolve, so too does the need for deeper insight into the emotions and behaviours driving financial decisions.
To support this, Financial Planning Standards Board Ltd. (FPSB Ltd) has created a research-based e-book and companion video series for CFP® practitioners, aspiring professionals, and anyone seeking to elevate their practice by integrating psychology into the financial planning process.
These resources provide practical tools to help you integrate psychology into your practice, as outlined in the FPSB Global Financial Planning Standards.
In the Psychology in Practice: Financial Planner Essentials video series, you’ll hear directly from the e-book authors. Each short, high-impact video explores key psychological principles you can apply right away to better understand and support your clients.
Topics include:
- Using the Transtheoretical Model of Change to guide clients through financial behaviour transitions
- Applying psychology-based coaching techniques to strengthen client relationships
- Managing client risk tolerance with greater empathy and accuracy
- Integrating solution-focused brief therapy to encourage goal-oriented financial conversations
Psychology in Practice: Financial Planner Essentials
Select the option that best suits your needs by clicking the relevant link below, where you’ll also find more information on the authors and topics covered.
Counts as 4 formal CPD hours applicable to both FPSB Ireland’s 5-formal hour requirement and QFA
To access these resources, you’ll need to register with FPSB Ltd by providing some basic information, such as your name and email address. This information is used solely to grant access and will not be used for marketing purposes. When asked “Are you associated with one of these organisations?”, select FPSB Ireland from the dropdown menu.
Access these essential resources today and stay at the forefront of your profession.