Austin and Lindsay 5

Join us as you sit in on a real client meeting with commentary from the financial planner – Hannah Moore, CFP®️.

In this session, the clients bring a new scenario to their financial plan that will dramatically alter the course of their financial plan. Hannah navigates the conversation with the client, helping them focus on their core values when approaching financial change.

Course learning objectives:

• Identify key client and planner attitudes, values, biases
• Recognize behavioral finance concepts and applications
• Differentiate the root causes or sources of money conflict
• Analyze principles of counseling and decision-making
• Assess general principles of effective communication
• Identify significant or crisis events with severe consequences

Students who complete this course can submit their experience hours and proof of completion to the CFP Board for 50 Standard Pathway experience hours. The CFP Board CE portion of this course has been archived – no CE hours may be earned.