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Approved for 1 CFP® CE credit hour
Traditional financial-planning processes often assume clients will organize information, prioritize competing tasks, make decisions, and follow through in similar ways. Neurodivergent clients may interact with those processes differently. This course examines how planners can adapt communication, decision structure, meeting design, and implementation processes while maintaining rigorous financial-planning standards and client autonomy.
Analyze elements of the financial-planning process that may create unnecessary cognitive, communication, or implementation barriers for neurodivergent clients.
Differentiate between changes to the financial recommendation itself and adaptations to how financial-planning information, decisions, and implementation steps are structured.
Apply planning-process adaptations that reduce unnecessary cognitive load while preserving client autonomy and the integrity of the financial-planning recommendation.
Approved for 1 CFP® CE credit hour
Traditional financial-planning processes often assume clients will organize information, prioritize competing tasks, make decisions, and follow through in similar ways. Neurodivergent clients may interact with those processes differently. This course examines how planners can adapt communication, decision structure, meeting design, and implementation processes while maintaining rigorous financial-planning standards and client autonomy.
Analyze elements of the financial-planning process that may create unnecessary cognitive, communication, or implementation barriers for neurodivergent clients.
Differentiate between changes to the financial recommendation itself and adaptations to how financial-planning information, decisions, and implementation steps are structured.
Apply planning-process adaptations that reduce unnecessary cognitive load while preserving client autonomy and the integrity of the financial-planning recommendation.
