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This Live Virtual course focuses on understanding the psychology behind building rapport with clients, foundational communication skills, the stages of change, and theories and questions for evoking/guiding clients to make financial changes.
This course has been approved by the CFP Board ® for 3.5 hours of continuing education.
This Live Virtual course focuses on understanding the psychology behind building rapport with clients, foundational communication skills, the stages of change, and theories and questions for evoking/guiding clients to make financial changes.
This course has been approved by the CFP Board ® for 3.5 hours of continuing education.