A 'Therapeutic' Approach to Financial Planning
Advisers turn therapist to help clients understand their ‘money scripts’
July 31, 2015
By Anne Tergesen
Dr. Klontz’s Financial Therapy Aims to Cure Your Clients’ Fear of Change
Brad Klontz, a psychologist and CFP, talks about the four paradigms that drive investors’ money behavior (and conflicts)
July 16, 2015
By Jane Wollman Rusoff
June 5, 2015
by Karen DeMasters
The Advisor Training and Consulting Program provides financial advisors with the latest financial behavior knowledge and interventions. Completion of 24-months in the training program and demonstrated competency meets the training requirements for certification as a Financial Behavior Specialist™ (FBS™).
You can learn more about the program here.