Financial Planning Body of Knowledge

12 Human Behaviour

Both CFP professionals and QAFP professionals are expected to possess knowledge related to how the brain works and makes decisions, including the values, heuristics, emotions and disorders related to money that an individual brings to the decision-making process. Professionals should understand the stages of individual change and what may motivate or inhibit an individual in making change. They should also understand how their actions and communications may garner or hinder trust.

Both QAFP^TM Professionals and CFP^® Professionals

CFP^® Professionals Only