This badge was issued to Madolynn Stemmer on 13 May 2021.
- Type Learning
- Level Intermediate
- Time Days
- Cost Paid
Client Psychology
Issued by
Wharton Executive Education
Client Psychology aims to help financial advisors develop a more effective client-centered practice by drawing heavily on advances in psychology, behavioral finance, evidence-based decision making, and the human sciences. This knowledge allows them to better understand the biases, behaviors, and perceptions that impact client decision making and financial well-being. This program is offered in partnership with the CFP Board’s Center for Financial Planning.
- Type Learning
- Level Intermediate
- Time Days
- Cost Paid