Why take PFPL 650 in the Client Psychology track?
Moderator
🚨Are you ready to take your client relationships to the next level? I’m excited to tell you about PFPL 650, Client Psychology and Communication, a graduate-level course designed to deepen your understanding of how clients think, feel, and make financial decisions. This isn’t just theory—we explore real client behaviors, emotional and cognitive biases, and communication strategies that directly impact your effectiveness as a financial planner.
Each week, you'll engage with topics like intentional choice architecture, self-determination theory, and risk tolerance—paired with hands-on assignments. For example, in Week 1, you’ll analyze how sunk cost bias affects decision-making. Later, you’ll assess communication challenges with older clients or explore how money disorders influence financial behavior. Weekly quizzes and applied writing assignments help you connect academic insights to practice.
You’ll also participate in structured discussion forums where you’ll debate ideas, share resources, and respond to your peers with evidence-based feedback. The course culminates in a comprehensive real-world case study that challenges you to synthesize everything you've learned to propose practical, client-centered solutions.
If you’ve studied behavioral finance in PFPL 522 or earned the ABFP designation, this course will take your understanding even further. For those who are passionate about the human side of financial planning, I encourage you to join us.
I look forward to seeing many of you in PFPL 650!