Course Details
Author: Brad Klontz, Psy.D., CFP®; Rick Kahler, MS, CFP®, ChFC, CCIM; Ted Klontz, Ph.D.
Brad Klontz, Psy.D., CFP® (www.yourmentalwealth.com) is a Managing Principal at OCCAM (Occidental Asset Management, LLC), a Registered Investment Advisory firm and partnership opportunity for advisors, and a leading expert in financial psychology and behavioral finance. He is the co-founder of the Financial Psychology Institute™ and an Associate Professor at Creighton University Heider College of Business, which now offers a five-course Executive Certificate in Financial Psychology & Behavioral Finance based on his work with Dr. Ted Klontz. Currently, Brad has partnered with JP Morgan Chase to help create a program that will educate people on how they can protect themselves from fraud. He is a Fellow of the American Psychological Association, a Former President of the Hawaii Psychological Association, and a former spokesperson for H&R Block’s financial education program, “Dollars & Sense.” Dr. Klontz is a leading researcher, educator, and clinician in financial psychology, and in addition to Facilitating Financial Health, Dr. Klontz has coauthored and/or coedited four other books on financial psychology including Financial Therapy: Theory, Research & Practice; Mind Over Money; Wired for Wealth; and The Financial Wisdom of Ebenezer Scrooge. Dr. Klontz’s work has been featured on numerous media outlets, including ABC’s 20/20, NPR, The New York Times, USA Today, and The Wall Street Journal.
Rick Kahler, MS, CFP®, ChFC, CCIM (www.KahlerFinancial.com) is a fee-only financial planner, speaker, educator, and columnist. Rick is renowned as a pioneer in integrating financial planning and psychology. BusinessWeek named him one of the top fifteen most experienced financial planners in the nation. He is a past chairman of the South Dakota Investment Council, managing $6 billion, an adjunct faculty member at Golden Gate University, and a Past-President of the Financial Therapy Association. In addition to Facilitating Financial Health, Rick is a co-author of three other books on financial psychology and financial planning: The Financial Wisdom of Ebenezer Scrooge, Conscious Finance, and Wired For Wealth. His work has been featured in scores of publications, including ABC News, NBC, CNBC, The New York Times, USA Today, The Wall Street Journal, The Washington Post, Fox Business, Reuters, Money, Time, Forbes, and MSN Money.
Ted Klontz, Ph.D., (www.yourmentalwealth.com) is a consultant with Onsite Workshops, a Professor at Creighton University Heider College of Business, and is at-counsel to Flood, Bumstead, McCarthy and McCready a leading entertainment financial management group. Dr. Klontz is co-founder of the Financial Psychology Institute™, and a noted pioneer in blending the fields of psychotherapy and financial planning. He is an international speaker, trainer, workshop designer and facilitator, and he has an extensive international private consulting practice. Dr. Klontz has been a contributor to and co-author of a number of books, The Financial Wisdom of Ebenezer Scrooge, Wired For Wealth, Mind Over Money, Wired for Wealth, and The Financial Wisdom of Ebenezer Scrooge. His work and research has been cited in numerous periodicals, books, and other media, including ABC News, NBC, CNBC, The New York Times, USA Today, The Wall Street Journal, The Washington Post, Fox Business, Money, Time, Forbes, MSN Money, The Oprah Winfrey Network, and ABC’s 20-20.
Publication/Revision Date: 1/14/2019
Course Exam Questions (online): 55 (multiple-choice)
Program Delivery Method: Self-Study
Available Formats of Course Text: Downloadable PDF, Printed/Mailed
Course Level, Prerequisites, and Advance Preparation Requirements
| License | Course Level | Prerequisites | Advance Preparation Requirements |
|---|
| CFP® | Overview | None | None |
| CDFA® | Overview | None | None |
* This program is appropriate for professionals at all organizational levels.
Sponsor ID Numbers
CFP Board Sponsor I.D.: 1008 — Course I.D.: 233684
Registered with the Institute for Divorce Financial Analysts
Learning Objectives
As a result of studying the course material, you should be able to meet the objectives listed below:
- Address your clients' money-driven problems, from both financial planning and mental health perspectives
- Learn the best techniques and recognize when to call in help from outside your field when dealing with clients' financial issues
- Focus on both interior (emotional and intangible aspects of money) as well as exterior (the tangible "nuts and bolts" of financial planning) financial health topics
- Explore "Money Scripts" – beliefs about money commonly held by clients, financial planners, and therapists that can lead to destructive financial habits
- More effectively work with individuals and couples on difficult financial health topics
