-
Master's and the Growth Mindsets
The Master's Mindset is a step above undergraduate study. Master's students learn to ask "why," going beyond simple answers. A Growth Mindset is applicable to any education, and Carol Dweck has a lot of resources on this, including a book called Mindset: The New Psychology of Success. A chart, found on a Farnam Street…
-
Why take PFPL 650 in the Client Psychology track?
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,…
-
PFPL 522 is one of my favorite courses because it deals with the psychology of money
In PFPL522, we move beyond the numbers and dive deep into the human side of finance. This course equips students to understand why people make the financial decisions they do—and how planners can help guide better ones. Financial planning isn’t just about optimizing portfolios—it’s about understanding people. PFPL522…
-
📚New books on the psychology of financial planning📚
Have you read any of these books? If so, what is your opinion? 1.) The Psychology of Financial Planning by the CFP Board (black cover, paperback) 2.) The Psychology of Financial Planning Practitioners Guide by Klontz, Chaffin, & Klontz (blue cover, hardback) 3.) The Psychology of Financial Planning Practitioners Toolkit by…