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The Applied Psychology of Money: Wellbeing, Culture, and Adaptation in a Changing Industry

Back by popular demand! Columbia University’s Master of Professional Studies in Wealth Management program invites you to participate in a virtual conversation with three leading experts in the fields of financial psychology and the psychology of financial planning.

Topics of Discussion Include:

  • Cross-cultural planning - CFP® is a global designation. Many high-net-worth families are global families. How should advisors work with people from different backgrounds?
  • Positive psychology in financial planning - why and how this movement matters to financial planners? How should advisors incorporate solution-focused techniques into financial planning conversations and discovery interviews?
  • Adaptive role of the financial planner in the face of AI - what we expect and what advisors can do to get ahead/be more prepared for the future?
  • Training recommendations on financial psychology and positive psychology - how and where can advisors find additional training in these areas and what this means to their business practices, scalability, and services.

This event is brought to you by Columbia University’s Master of Professional Studies in Wealth Management program. Uniquely designed to educate working professionals, this 16-month, part-time online program prepares experienced and aspiring wealth management professionals to meet the disruptive challenges of today’s industry. The innovative and rigorous curriculum connects advanced theory with practical applications through problem-based learning while providing students with the educational requirements for the CFP® certification.

For further information please contact sps-wealthmanagement [[at]] columbia [[dot]] edu.

For additional information about program offerings at Columbia University’s School of Professional Studies, please contact an Admissions Counselor at 212-854-9666 or inquire [[at]] sps [[dot]] columbia [[dot]] edu.