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Dr. Charles Chaffin

Dr. Chaffin, Director of Academic Initiatives for the CFP Board Center for Financial Planning, will discuss the research around the Academic Research Colloquium, Financial Planning Review, and his book, Client Psychology. Dr. Chaffin defines client psychology in his book as the biases, behaviors, and perceptions that impact client decision-making and financial well-being, is taking on greater importance as the transactional component of the profession disappears through technology.

Dr. Chaffin is Director of Academic Initiatives with the CFP Board Center for Financial Planning, including the Academic Research Colloquium; Founding Executive Editor of the new academic journal, Financial Planning Review; editor of the CFP Board Center for Financial Planning Book series; co-director of the Wharton-CFP Board Client Psychology program, and the program lead of the Columbia University-CFP Board Teaching Program. 

Future Special Topic Webinars:

Stay tuned for the 2019 line-up!


Previous Webinars:

Watch any of the following past webinars to learn more about financial therapy, and earn CEUs!


Webinar Pricing:

FTA Professional Members: $10

FTA Student Members: $5

Non-members: $39  Please consider joining FTA! Click here: Membership

Cancellation and Refund Policy for Live Webinars: Cancellations are accepted through the day prior to the live presentation and will incur a $5.00 administrative charge. FTA webinars are very low cost, and if you register for a live webinar and miss it for some reason, including logon challenges, the recording will be made accessible to you. The recording carries the same CEUs as the live session. No refunds for the registration fee will be made for no shows.