CFP Board Releases Six-Part Book on Psychology of Financial Planning
The Psychology of Financial Planning is a resource for financial planning professionals and students on a critical competencyWASHINGTON, April 27,...
Source: businessinsider.com
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CFP Board Adds Psychology of Financial Planning to Exam Topics
CFP Board Adds Psychology of Financial Planning to Exam Topics Prospective certified financial planners need to understand psychology and behavioral finance. Author: Apr 26, 2021 7:30 AM EDT The Certified Financial Planner Board of Standards (CFP Board) recently added a new category titled “Psychology of Financial Planning” to the list of topics that prospective certified financial planner certificants will need to know to pass the CFP exam. The updated topic, which will require knowledge of client and planner attitudes, values, and biases; behavioral finance; sources of money conflict; p...
Source: thestreet.com