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Course Overview

This course introduces the financial planning process, professional standards, and foundational client communication skills, with an integrated emphasis on the Psychology of Financial Planning. Learners develop the ability to conduct client discovery, construct financial statements, and apply ethical and fiduciary principles. The course also explores behavioral biases, decision-making frameworks, and strategies for effectively engaging clients in goal setting and financial planning conversations.

Course Outline

By the end of this course, learners will be able to:

  • Apply the CFP Board Practice Standards to conduct client discovery, goal identification, and data gathering.
  • Construct and evaluate client net worth and cash flow statements using appropriate ratios and benchmarks.
  • Analyze ethical dilemmas and apply fiduciary standards, disclosure requirements, and conflict-management strategies.
  • Identify common behavioral biases and emotional influences affecting financial decision-making.
  • Adapt communication strategies to support client understanding, trust, and informed decision-making.
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