Company profile

Psychology of Financial Planning

Equipping financial professionals with knowledge and tools to better understand, engage, and serve clients.

Industry
Professional Training and Coaching
Employees
1
Headquarters
LaGrange Park, Illinois
Founded
2022
LinkedIn followers
1,504
Office locations
1

Psychology of Financial Planning company summary

Psychology of Financial Planning is a company in the Professional Training and Coaching industry, headquartered in LaGrange Park, Illinois, founded in 2022. On LinkedIn the company has around 1 employees and 1,504 followers.

What technology does Psychology of Financial Planning use?

No technologies detected yet. Warmrank rechecks company websites on a rolling basis.

About Psychology of Financial Planning

We are the largest provider of education and workshops designed to help financial professionals understand and act upon the biases and behaviors of their clients. We work with firms across all business models and collaborate with 105 colleges and universities in 15 countries to advance the profession. Our programs equip advisors with the knowledge and tools to navigate client decision-making, improve financial outcomes, and build stronger relationships. Whether through executive education, firm-wide training, or academic partnerships, we’re shaping the future of financial advice—one informed decision at a time.

Where is Psychology of Financial Planning located?

Psychology of Financial Planning lists 1 location.

LaGrange Park, Illinois, USHQ

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Frequently asked questions about Psychology of Financial Planning

What does Psychology of Financial Planning do?

We are the largest provider of education and workshops designed to help financial professionals understand and act upon the biases and behaviors of their clients. We work with firms across all business models and collaborate with 105 colleges and universities in 15 countries to advance the profession. Our programs equip advisors with the knowledge and tools to navigate client decision-making, improve financial outcomes, and build stronger relationships. Whether through executive education, firm-wide training, or academic partnerships, we’re shaping the future of financial advice—one informed decision at a time.

How many employees does Psychology of Financial Planning have?

Psychology of Financial Planning has around 1 employees on LinkedIn.

Where is Psychology of Financial Planning headquartered?

Psychology of Financial Planning is headquartered in LaGrange Park, Illinois.

When was Psychology of Financial Planning founded?

Psychology of Financial Planning was founded in 2022.

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