ET on Friday for programs beginning the following Monday may not be processed in time to grant admission. Applicants will be contacted by a member of our Client Relations Team to discuss options for future programs and dates. Each module of Client Psychology qualifies for Please provide your CFP member number in the required field on the application.
This program is designed broadly for any professional who advises clients on investments, insurances, or other aspects of financial planning. Faculty looking to better prepare their students to enter the profession would benefit greatly from this new and growing interdisciplinary topic. The insights into understanding client psychology, improving communication with investors, planning subjects, and achieving better outcomes will be valuable for a wide range of potential attendees, including:.
Still considering your options? View programs within Finance and Wealth Management or:. Skip to content Skip to main menu. Client Psychology. Download Schedule.
In Partnership With. Program Experience Highlights and Key Outcomes In Client Psychology, you will: Adapt to disruptive change in the financial planning industry by becoming more client-centered. Articulate how better knowledge of client biases, behaviors, and perceptions can help you build deeper, long-lasting customer relationships.
Gain skills that will help your clients achieve better outcomes by understanding their needs and preferences and helping them cope with life events and market volatility. Improve your communication skills with a stronger grasp of how client psychology can guide clients toward better decisions.
Develop new insights into how to adapt to a changing population and a surge in millennial clients with different views on elements of financial planning. Program Duration: New dates coming soon. Listen to the Knowledge Wharton interview:. Who Should Attend This program is designed broadly for any professional who advises clients on investments, insurances, or other aspects of financial planning. Download the program schedule , including session details and format.
For example, a person might be very interesting to others and yet consider himself to be boring. He judges and evaluates this image he has of himself as a bore and this valuing will be reflected in his self-esteem.
A person enters person centered therapy in a state of incongruence. It is the role of the therapists to reverse this situation. One major difference between humanistic counselors and other therapists is that they refer to those in therapy as 'clients', not 'patients'. This is because they see the therapist and client as equal partners rather than as an expert treating a patient. Unlike other therapies, the client is responsible for improving his or her life, not the therapist.
This is a deliberate change from both psychoanalysis and behavioral therapies where the patient is diagnosed and treated by a doctor. Instead, the client consciously and rationally decides for themselves what is wrong and what should be done about it.
The therapist is more of a friend or counselor who listens and encourages on an equal level. One reason why Rogers rejected interpretation was that he believed that, although symptoms did arise from past experience, it was more useful for the client to focus on the present and future than on the past.
Rather than just liberating clients from their past, as psychodynamic therapists aim to do, Rogerians hope to help their clients to achieve personal growth and eventually to self-actualize. There is an almost total absence of techniques in Rogerian psychotherapy due to the unique character of each counseling relationship. Of utmost importance, however, is the quality of the relationship between client and therapist.
If there are any techniques they are listening, accepting, understanding and sharing, which seem more attitude-orientated than skills-orientated. In Corey's view 'a preoccupation with using techniques is seen [from the Rogerian standpoint] as depersonalizing the relationship'. The Rogerian client-centered approach puts emphasis on the person coming to form an appropriate understanding of their world and themselves.
Client-centered therapy operates according to three basic principles that reflect the attitude of the therapist to the client:. Congruence is also called genuineness. Congruence is the most important attribute in counseling, according to Rogers. This means that, unlike the psychodynamic therapist who generally maintains a 'blank screen' and reveals little of their own personality in therapy, the Rogerian is keen to allow the client to experience them as they really are.
In short, the therapist is authentic. The next Rogerian core condition is unconditional positive regard. Rogers believed that for people to grow and fulfill their potential it is important that they are valued as themselves.
This refers to the therapist's deep and genuine caring for the client. The therapist may not approve of some of the client's actions, but the therapist does approve of the client.
In short, the therapist needs an attitude of "I'll accept you as you are. The person-centered counselor is thus careful to always maintain a positive attitude to the client, even when disgusted by the client's actions. Empathy is the ability to understand what the client is feeling. This refers to the therapist's ability to understand sensitively and accurately [but not sympathetically] the client's experience and feelings in the here-and-now. An important part of the task of the person-centered counselor is to follow precisely what the client is feeling and to communicate to them that the therapist understands what they are feeling.
Thus it means to sense the hurt or the pleasure of another as he senses it and to perceive the causes thereof as he perceives them, but without ever losing the recognition that it is as if I were hurt or pleased and so forth. If this 'as if' quality is lost, then the state is one of identification" p.
Because the person-centered counselor places so much emphasis on genuineness and on being led by the client, they do not place the same emphasis on boundaries of time and technique as would a psychodynamic therapist.
If they judged it appropriate, a person-centered counselor might diverge considerably from orthodox counseling techniques. As Mearns and Thorne point out, we cannot understand person-centered counseling by its techniques alone. The person-centered counselor has a very positive and optimistic view of human nature. Joyce is beginning to feel sad and miserable. McLeod, S. Person centered therapy. Simply Psychology. Corey, G. Invited commentary on macrostrategies for delivery of mental health counseling services.
Mearns, P. Rogers, C. London: Constable. In ed. Koch, Psychology: A Study of a Science. New York: McGraw Hill. On Becoming a person: A psychotherapists view of psychotherapy. Houghton Mifflin. Empathic: An unappreciated way of being.
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