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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…
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…
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