How does personality impact how clients behave and respond when it comes to money? What does it mean to have a “money type?”
Join us in this online event where Sarah Stanley Fallaw, Ph.D., Founder of DataPoints, will discuss how personality and individual differences lead clients to make different types of financial decisions and leads to variations in their approach to financial management. This session will examine the Big 5 Personality Model as it relates to how clients manage their financial lives, as well as how values, career interests, and competencies can be used to describe and understand different types of clients.
Eligible for 1 CFP Board CE Credit- Live Session