FPSB | Financial Planning Standards Board

FPSB | Financial Planning Standards Board

Psychology in Practice:
Financial Planner Essentials

Unlock the power of
psychology to transform
your client relationships

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Psychology in Practice: Financial Planner Essentials

Discover how integrating psychology, counseling, and coaching into financial planning can transform the role of a financial planner and improve client outcomes.

Designed for financial planning professionals, this e-book and video series provides research-based insights and practical strategies to help you build deeper client connections.

Transform your approach to financial planning by integrating psychology, counseling, and coaching to deepen client connections and enhance outcomes.

The course provides research based insights and practical strategies to master the psychology of financial planning – a new knowledge domain within the FPSB Global Financial Planning Standards.

Published by FPSB, this course is curated by experts and pioneers in financial planning, financial therapy, and psychology.

About the Authors
Table of Contents

Key Benefits of Psychology in Practice



Empower Meaningful Change Learn practical strategies to guide clients through the emotional side of change and help them take control of their financial journey.

Communicate with Impact Gain tools to have more effective, empathetic conversations that drive clarity and action.

Build Deeper Client Relationships Go beyond transactions – earn long-term trust by truly connecting with clients’ emotions and aspirations.

Learn from Global Experts Access insights and frameworks curated by leading behavioral finance and financial planning professionals.

Decode Biases & Money Beliefs Recognize hidden emotional triggers, cultural conditioning, and mental shortcuts that affect client decisions.

Elevate Your Professional Edge Stand out as a financial planner who integrates emotional intelligence with technical expertise.

Who Should Enroll?

Open to all finance professionals and students interested in integrating psychological principles into financial planning.

Registration Process

Steps 1

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Steps 2

Fill in the registration form with your details.

Steps 3

Complete the payment process.

Steps 4

Receive confirmation and access course materials.

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