Sources of Money Conflict
Free CFP Exam lesson in Psychology of Financial Planning. 13 min read, ~2,015 words.
Financial infidelity requires deliberate concealment (hidden accounts, hidden debts, hidden spending); a difference of opinion is not infidelity. Power dynamics: the planner equalizes participation; income does not determine whose priorities matter. Intergenerational money scripts operate unconsciously; partners from different backgrounds carry conflicting beliefs formed in childhood. Enabling vs. support: does...
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What this lesson covers
- Content
- Example 1
- Example 2
- Common Mistakes
- Check Your Understanding
- Exam Shortcuts
Learning objectives
- H.67
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