Behavioral Finance

Is Your Financial Planner Getting More Touchy-Feely?

If it seems like your financial planner has gotten more touchy-feely lately, it might not be your imagination. The powers that be recently made the “psychology of financial planning” an official knowledge domain for CERTIFIED FINANCIAL PLANNER™️ certification. This formally recognizes the largely underrated role this less quantitative side of money plays in financial outcomes. It’s a little early to gauge the long term impact, but here’s why it matters to you and your money.