Workshop Resources
Take a look at our resources below.
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Uncover your money mindset with these resources from DataPoints.
Money Personality
What's your money mindset? Find out with this test based on the big five factors of personality.
Refocus: Retirement Approach
What does retirement look like for you? What do you want it to be? Take this test to find out.
Financial Guide
Are you a financial professional? Assess your competencies.
Resources & Downloads
Blogs, guides, and more from our workshops
What is financial psychology?
Learn about this new field.
Money Personality Interview guide
Interview questions to help you uncover your client's money mindset.
7% versus 17%
Savings rate matters. It matters a lot. Learn about wealth potential and outcomes here.
Personality Tests & Financial Planning
Learn how to implement personality tests in the financial planning process.
Values Sort
Sort through and prioritize your values.
Interest Inventory (O*NET)
Learn about your interests with this exercise from O*NET.
Mindset Exercises
More exercises to understand your unique characteristics.
Psychology Divisions and Resources
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