Please note that CE Credit is only available for the live presentation on the date and time of this event


Join May's Journal of Financial Planning contributors Brad Klontz and Kol Birke as they look at the powerful research and science being done on financial psychology, zeroing in on the practice-oriented techniques for planners to better understand, assess, and intervene in helping to shape the client financial beliefs and behaviors that can improve their financial and overall well-being.  Their discussion is followed by a live Q and A, moderated by FPA Knowledge Circle host Barbara Kay.


Level of Complexity: Overview


Course Objectives
  • Define financial psychology and understand how it can help alleviate financial stress and promote healthy financial behaviors.
  • Demonstrate an understanding of research-backed techniques for how people change.
  • Summarize a data analysis that shows how spending personalities contribute to financial conflict between spouses.
Course Information
Date Presented:
May 31, 2017 2:00 PM Eastern
1 hour, 15 minutes
FPA Member Price:
Non-Member Price:
Journal in the Round: Behavioral Finance and Blending Theory With Your Practice
Speaker Information
Bradley T. Klontz Psy.D., CFP  [ view bio ]
Kol Birke CFP  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00