Workshop Resources
Take a look at our resources below.
Register for our upcoming workshops.
Looking to host a finpsych workshop?
We can help. Contact us below.

Take a look at our resources below.
Register for our upcoming workshops.
Looking to host a finpsych workshop?
We can help. Contact us below.
Uncover your money mindset with these resources from DataPoints.
What's your money mindset? Find out with this test based on the big five factors of personality.
What does retirement look like for you? What do you want it to be? Take this test to find out.
Are you a financial professional? Assess your competencies.
Blogs, guides, and more from our workshops
Learn about this new field.
Interview questions to help you uncover your client's money mindset.
Savings rate matters. It matters a lot. Learn about wealth potential and outcomes here.
Learn how to implement personality tests in the financial planning process.
Sort through and prioritize your values.
Learn about your interests with this exercise from O*NET.
More exercises to understand your unique characteristics.
Do you want to uncover your client’s money mindset?
Sign up for a free, two-week trial of DataPoints.