The Psychology of Financial Planning

    March 4, 2024 @ 2:00 pm – 5:00 pm
    Tākina Wellington Convention & Exhibition Centre

    In preparation for the new Global Standards, set to take effect on 1 January 2025, and the highly anticipated release of the new FPSB resource book on ‘The Psychology of Financial Planning’, this masterclass promises to bridge the knowledge, practice and ethics of these psychological principles with their practical implementation in your financial planning practice.

    Date: Monday 4th March, 2pm-5pm.
    Dinner – 6pm onward

    This masterclass is a must-attend event for financial planners, advisors, and anyone interested in the dynamic intersection of psychology and finance. Whether you are looking to enhance your skills or align your practice with the latest industry standards, get ready to unlock the secrets that will empower your clients to achieve their financial goals with newfound confidence and clarity