DENVER (May 14, 2025) – The Financial Planning Association® (FPA®), the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER® professionals, is proud to announce the renewal of its partnership with the Psychology of Financial Planning Specialist™ program, an advanced learning opportunity designed to equip financial planners with essential skills to deepen client relationships and enhance their advisory practices.
Developed by renowned experts Dr. Brad Klontz, CFP®, and Dr. Charles Chaffin, this 9-hour program provides financial planners with a structured approach to understanding client behaviors, money beliefs, and communication strategies. Planners who complete the program earn the Psychology of Financial Planning Specialist™ badge, which can be displayed on their website and social media platforms. The program is also eligible for nine continuing education credits for CFP® professionals.
The program consists of the following modules:
- Client Values & Goals: The Planner’s Role in Facilitating Financial Success
- Understanding Your Client’s Background
- Understanding Your Client’s Money Beliefs
- Understanding Your Client’s Financial Behaviors
- Multicultural Competence in Financial Planning
- Dealing with Client Money Conflicts
- Six Steps to Help a Client Navigate a Crisis Event
- Behavioral Finance for Financial Planners
- Client Learning Styles and Risk Tolerance
- Principles of Effective Communication
- Counseling in Financial Planning Practice
- Getting the Client to Take Action
- Implementing Financial Psychology into Practice
Since its launch, thousands of financial planners across 15 countries have completed the program, gaining valuable insights into behavioral finance, cultural competence, crisis navigation, and effective client communication. Upon completion, participating planners receive a digital badge and a certificate of completion.
"We’re proud to continue our collaboration with FPA to bring the Psychology of Financial Planning Specialist™ program to its members. The future of financial planning is not just client-facing—it’s client-centered. Together, we’re helping to lead that transformation," says Dr. Charles Chaffin, co-founder of the Psychology of Financial Planning programs.
Through this renewed partnership, FPA members will continue to receive an exclusive discount on the Psychology of Financial Planning Specialist™ program. For more details and to enroll, visit the FPA Learning Center.
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About the Financial Planning Association
For 25 years, the Financial Planning Association® (FPA®) has been the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER® professionals and those engaged in the financial planning process. FPA is the CFP® professional’s partner in planning by helping them realize their vision of professional fulfillment through practice support, learning, advocacy, and networking. Learn more about FPA at financialplanningassociation.org.
About the Psychology of Financial Planning Specialist™ Program
The Psychology of Financial Planning Specialist™ program was created to help financial advisors integrate financial psychology into their practice, enabling them to better understand client behavior, improve communication, and foster long-term financial success. The Psychology of Financial Planning Specialist™ Program is embedded into the training regimen for firms across business models in 15 countries as well as over 100 colleges and universities. Learn more about the suite of Psychology of Financial Planning programs at psychologyoffinancialplanning.com.