General Principles of Effective Communication

Free CFP Exam lesson in Psychology of Financial Planning. 14 min read, ~2,053 words.

When words and body language conflict, trust the nonverbal: respond with a gentle open-ended question, never direct confrontation. Active listening = attending, paraphrasing, reflecting feelings, summarizing, clarifying; reflecting feelings is the most advanced skill. Open-ended questions explore values and build rapport; closed-ended questions gather facts and invite a yes, no...

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Example 1
Example 2
Common Mistakes
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Exam Shortcuts

Learning objectives

H.69

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