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The Applied Psychology of Money

Back by popular demand! Columbia University’s Master of Professional Studies in Wealth Management program invites you to participate in a virtual conversation with three leading experts in the fields of financial psychology and the psychology of financial planning.

Topics of Discussion Include:

  • Cross-cultural planning – CFP is a global designation. Many high-net-worth families are global families. How should advisors work with people from different backgrounds?
  • Positive psychology in financial planning – why and how this movement matters to financial planners? How should advisors incorporate solution-focused techniques into financial planning conversations and discovery interviews?
  • Adaptive role of the financial planner in the face of AI – what we expect and what advisors can do to get ahead/be more prepared for the future?
  • Training recommendations on financial psychology and positive psychology – how and where can advisors find additional training in these areas and what this means to their business practices, scalability, and services.


  • Dr. Jim Grubman, an internationally recognized family wealth consultant and the winner of the 2021 Family Wealth Report award for Outstanding Thought Leadership. Dr. Grubman has also recently co-authored Wealth 3.0: The Future of Family Wealth Advising, which articulates a comprehensive vision of where the field of financial planning and advising may be going
  • Dr. Sonya Lutter, a professor of financial planning and financial psychology, and the founder of ENLITE, a training program for financial professionals interested in expanding their knowledge and practice as it pertains to the psychology of financial planning
  • Dr. Brian Portnoy, an author, expert in the psychology of money, and the Founder of Shaping Wealth, a learning and training platform for “human first” financial guidance. Shaping Wealth delivers coaching, courses, and content to upskill advisory firms around the world in behavioral finance, positive psychology, and emotional intelligence
  • Moderated by Dr. Meghaan Lurtz, a Financial Psychology Lecturer for Columbia University’s Master of Professional Studies in Wealth Management program

This event is brought to you by Columbia University’s Master of Professional Studies in Wealth Management program. Uniquely designed to educate working professionals, this 16-month, part-time online program prepares experienced and aspiring wealth management professionals to meet the disruptive challenges of today’s industry. The innovative and rigorous curriculum connects advanced theory with practical applications through problem-based learning while providing students with the educational requirements for the CFP certification.

For further information please contact

For additional information about program offerings at Columbia University’s School of Professional Studies, please contact an Admissions Counselor at 212-854-9666 or

Event Contact Information:
SPS Wealth Management


Mar 05 2024


1:00 pm - 2:00 pm


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Formats (virtual, in person, hybrid)