Psychology of Financial Planning

We are excited to once again offer the Psychology of Financial Planning Specialist™ program for free to colleges and universities worldwide for the 2024-2025 academic year! Last year, hundreds of students from nearly 100 institutions completed the program. Join our webinar for faculty on August 15 at 1pm ET. If you didn't receive an invite and want to attend, send us a DM! Firms interested in participating can also DM us for more information.

As the new academic year approaches, we are excited to support nearly 100 colleges and universities (and counting!) offering our Psychology of Financial Planning program. Faculty members interested in providing free access to their students for the upcoming year (who did not use our program last year) are encouraged to message us. If you did use it, you are all set! We look forward to another year of seeing hundreds of students per month learning how to become mroe client-centered through financial psychology. #psychologyoffinancialplanning #financialpsychology

Building strong relationships is crucial. An advisor's ability to comprehend the financial psychology of their clients—understanding their attitudes, emotions, and behaviors towards money—is becoming increasingly important. This deep understanding enables advisors to provide more personalized and effective guidance, helping clients make informed decisions and achieve their financial goals.

We are pleased to announce this week's newest Psychology of Financial Planning Specialists™ and Affirming Advisors™! To date, thousands of advisors across business models in 12 countries as well as hundreds of students from colleges/universities around the world have completed one of our programs. Today....congratulations to... Affirming Advisors™:   Presley F. University of Illinois Urbana-Champaign Urbana, IL   Taylor Bell, ECA Aequitas Financial Salt Lake City, UT   Rick Polenske,CFP®, CTFA Robertson Stephens Milwaukie, OR   Keith Larkin Robertson Stephens San Francisco, CA   Beth McKinley, CEPA, FIC Roots Financial Group at Thrivent Carlisle, PA   Avi Deutsch Robertson Stephens Wealth Management, LLC New York, NY   Karen McClintock, CFA, CIC Robertson Stephens Pasadena, CA   Sarah Jo Brockhouse, CFP®, CRPC® Charles Schwab & Co Houston, TX   Natalie Kratzer, ChFC, CLTC, CLF, FIC Roots Financial Group Hummelstown, PA   Psychology of Financial Planning Specialists™   Matt Robinson University of Pretoria Johannesburg, Gauteng, South Africa   Yingwen Zhu Baruch College New York, NY   Christopher Screnock Central Connecticut State University Stamford, CT   Marcy Reyes, MSF, AFC® The Financial Literacy Youth (FLY) Initiative Cranston, RI   Ada Ketchum Brigham Young University Idaho Litchfield Park, AZ Dalia Rodriguez 3rd Decade Chandler, AZ What about you/your firm?

We are pleased to announce the 10 colleges and universities (with one tie) that produced the highest number of new Psychology of Financial Planning Specialists™ for the 2023-2024 academic year: Baruch College - City University of New York Kutztown University Minnesota State University-Mankato Seton Hall University University of Alabama University of Delaware University of Georgia University of Illinois University of Wisconsin School of Business Virginia Tech Winthrop University These new Specialists will make excellent additions to any firm! We are thrilled that students are enrolling this summer with the program in close to 100 colleges and universities and look forward to continuing and expanding the program for the coming academic year! Richard Jakotowicz JrKristy Archuleta, Ph.D., LMFT, CFT-I(TM)Joseph Goetz, Ph.D.Daniel HiebertCraig Lemoine, CFP(r), PhD, MRFCClemente I. DiazJesse Lineberry, MSF, CFP®Mark SchildDr. Philip Gibson Ph.D., CFP®Dr. Charles Chaffin #financialplanning #wealthmanagement #financialpsychology

Pleased to announce this week's newest Psychology of Financial Planning Specialists™ and Affirming Advisors™! To date, thousands of advisors across business models in 12 countries as well as hundreds of students from colleges/universities around the world have completed one of our programs. Today....congratulations to...   Laura J. LaTourette, CFP® Family Wealth Management Group Dahlonega, GA Affirming Advisor™   Joe Delaney RLP®, MBA San Francisco, CA Affirming Advisor™    Owen Stryker University of Delaware Newark, DE   Ryan O’Connor University of Delaware Malvern, DE   Justin Vera Seton Hall University West Orange, NJ   Joshua Smith Seton Hall University South Orange, NJ   Alex Rock University of Delaware Elkton, MD   Tate Wendel Seton Hall University Kings Mills, OH   Paul Brecht University of Delaware Hockessin, DE   Larissa Zando Chicago, IL   Ben Miller University of Delaware Suffern, NY   Vanessa Van Bodegon Seton Hall University Rockaway, NJ   Kate Duffy Bryn Mawr, PA   Nicholas Fitzgerald Seton Hall University Beachwood, NJ   Danna Jacobs Legacy Care Wealth, LLC Morristown, NJ   Tom Connolley University of Delaware Newark, DE   Sebastian Cobos NAIT Edmonton, Alberta, CA What about you/your firm? #financialplanning #wealthmanagement Dr. Charles Chaffin

Affirming Advisor™ celebrates Pride Month, recognizing all of the advisors, firms, and all those within and beyond our profession who create safe spaces for others. We are grateful to the growing number of advisors and firms worldwide who join is in helping advance the work in helping the LGBTQIA+ community and allies achieve their financial goals. #pride #financialplanning #wealthmanagement Dr. Charles ChaffinDr. Brad Klontz

The very newest Psychology of Financial Planning Specialists™ and Affirming Advisors™!!!!! To date, thousands of advisors across business models in 12 countries as well as hundreds of students from colleges/universities around the world have completed one of our programs. Today....congratulations to...   Ambro M. Baruch College New York, NY   Morgan Cain University of Wisconsin - Green Bay Green Bay, WI   Adam Omar NAIT Cambridge, Ontario   Anthony Johnson University of Delaware Haddon Township, NJ   Anthony Frese University of Delaware Newark, DE   Connor McPhail University of Delaware Newark, DE   Meredith Fierro University of Delaware Newark, DE   Jacob Levy University of Delaware Newark, DE   Patrick Atwood University of Delaware Cockeysville, MD   Sadhami Caraza Baruch College Lynbrook, NY   Mildred Santos, CFP® West Chester, PA   Lucas Hodgson University of Delaware Wilmington, DE   Hardeep Gill Northern Alberta Institute of Technology Edmonton, AB   Jack Santoro University of Delaware Syosset, NY   Anne Sorrentino Seton Hall University South Orange, NJ   Matthew Rottino University of Delaware Newark, DE   Hunter Zicarelli University of Delaware Closter, NJ   Cole Snyder University of Delaware Newark, DE   Taylor Whiteman University of Delaware Newark, DE   Matthew Lodge University of Delaware Medford, NJ   Brandon Dietz University of Delaware Cedar Grove, NJ   Michael Barrett University of Delaware Newark, DE   Connor Maggio University of Delaware Newark, DE   Ryan Gant University of Delaware Lansdale, PA   Nhlanhla Ntsizakalo University of Pretoria Pretoria, Gauteng, South Africa   What about you/your firm? #financialplanning #wealthmanagement Dr. Charles Chaffin

We are pleased to recognize the 3 colleges/universities that have had the highest number of new Psychology of Financial Planning Specialists™ over the past month. They are: City University of New York Baruch College New York, NY University of Delaware Lerner College of Business and Economics Newark, DE Northern Alberta Institute of Technology JR Shaw School of Business Edmonton, AB, Canada Firms: Look for students entering the workforce who are Psychology of Financial Planning Specialists™ So far, the Psychology of Financial Planning Specialist™ is part of programs at 95 colleges and universities in 5 countries...and counting. @baruchstarr @baruchcollege Clemente I. Diaz Hardeep Gill Richard Jakotowicz Jr #financialplanning #wealthmanagement Dr. Charles Chaffin

We love making these announcements! Happy to announce some of the newest advisors and students who just completed one of our Psychology of Financial Planning Specialist™ Programs. To date, thousands of advisors across business models in 12 countries as well as hundreds of students from colleges/universities around the world have completed one of our programs. Today....congratulations to...   Abdirashid Mohamed Minnesota State University Mankato Eden Prairie, MN   Justin Try Bryant University Somerset, MA   Miranda Vandertie University of Wisconsin Green Bay Green Bay, WI   Alex Burgjohann Bryant University Coventry, RI   Sam Freedman Bryant University Framingham, MA   Aiden Maag Bryant University Smithfield, RI   Vincent DiMarco Seton Hall University South Orange, NJ   Jun Lin J. Baruch College New York, NY   Ambro M. Baruch College New York, NY   What about you and your firm?  Dr. Charles Chaffin  #financialplanning #wealthmanagement #psychologyoffinancialplanning #affirmingadvisor