FPSB® Integrated Financial Planning Course

Integrate subject matter into holistic, comprehensive planning.
Apply technical knowledge to FPSB’s financial planning process and professional standards of practice.
Emphasis on:
- Clients-planner relationship
- Human qualities (soft skills) of the financial planning process
- Clients behavior finance
- Building relationships of trust
- Dealing with biases (advisor and client) to support a client’s goals
Three Modules:
- Financial Planning Principal, Process & Skills
- Engaging clients in the Financial Planning Process
- Developing effective financial plans

FPSB® Integrated Financial Planning Course

The FPSB Integrated Financial Planning Course integrates subject matter into holistic, comprehensive planning, applying technical knowledge to the FPSB financial planning process and professional standards of practice. Emphasis is placed on the client-planner relationship, the human and soft skills of financial planning, client behavioural finance, building relationships of trust, and dealing with adviser and client biases. Three modules cover Financial Planning Principles, Process and Skills; Engaging Clients in the Financial Planning Process; and Developing Effective Financial Plans.

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