The book seeks to help advisory professionals understand the psychology of financial planning, and its publication coincides with the first time the topic of psychology factored into the CFP exam.
Tag: CFP Board of Standards
The increase in gender and racial diversity among CFP professionals supports the board’s goal of increasing public access to competent and ethical financial planning.
The DOL denies general support for private equity; the Supreme Court sends ‘Northwestern’ back to the appeals court; the PBGC funds a second failing pension; and more.
The events of the past few years have helped supercharge efforts to address the longstanding and concerning lack of diversity and inclusion in the financial services industry.
The aim of expanding the training to include more people skills is to help advisers align more closely with their clients’ goals.