Journal of Financial Planning: December 2021 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: December 2021 December 2021 More from this issue The Role of Qualitative Data Gathering in Developing Client Trust and Commitment By Carol Anderson and Deanna L. Sharpe, Ph.D., CFP®l Kern, CFA December 2021 Next-Gen Advisers Embrace Collaboration By Kristine McManus December 2021 Using Scaffolding Learning Theory as a Framework to Enhance Financial Education with Financial Planning Clients By Elizabeth Sterbenz, LMFT; Dylan L. Ross, CFP®, AFC; Raylee Melton; Jed Smith; Megan McCoy, Ph.D., LMFT, CFT-I; and Blain Pearson, Ph.D., CFP® December 2021 Related Events May 2025 Quarterly Education Meeting Wed, May 21, 2025 - Wed, May 21, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger August 2025 Quarterly Education Meeting Wed, Aug 20, 2025 - Wed, Aug 20, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger November 2025 Quarterly Education Meeting Wed, Nov 19, 2025 - Wed, Nov 19, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger
The Role of Qualitative Data Gathering in Developing Client Trust and Commitment By Carol Anderson and Deanna L. Sharpe, Ph.D., CFP®l Kern, CFA December 2021
Using Scaffolding Learning Theory as a Framework to Enhance Financial Education with Financial Planning Clients By Elizabeth Sterbenz, LMFT; Dylan L. Ross, CFP®, AFC; Raylee Melton; Jed Smith; Megan McCoy, Ph.D., LMFT, CFT-I; and Blain Pearson, Ph.D., CFP® December 2021
May 2025 Quarterly Education Meeting Wed, May 21, 2025 - Wed, May 21, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger
August 2025 Quarterly Education Meeting Wed, Aug 20, 2025 - Wed, Aug 20, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger
November 2025 Quarterly Education Meeting Wed, Nov 19, 2025 - Wed, Nov 19, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger
