Who Is Your Client? Uncovering Client Personality,

Attitudes, Values, and Beliefs (1 CFP® CE Credit*)

How does your client’s personality impact saving, spending, and investing decisions? In this session, you’ll get an overview of what makes each client unique in terms of personality, attitudes, beliefs, and values. You’ll learn the difference between stable client characteristics (like agreeableness and extraversion) and temporary ones (like feelings and moods). You will leave the session with an understanding of how to measure different types of characteristics using observations, interviews, and tests.

*CFP Credits not applicable for viewing the recording

Sarah Stanley Fallaw, PhD
President and Founder
Sasha Grabenstetter, AFC®, BFA™
Financial Planning Education Consultant
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