Each hour-long presentation qualifies for one CE hour for any of the College’s professional designations or the CFP® Certification. Attendees must watch the entire seminar in order to be eligible for CE credit. Because these webinars are available at no charge, space is limited. All dates and times are subject to change.
Relating Behavioral and Cognitive Psychology to the Financial Planning Process
Presented by Professor Professor Jim Maher, CFP®, MBA on October 8, 2019, 4:00 pm EST
A financial adviser should understand a client’s behavioral psychology and how it affects the decision-making process and the acceptance of the adviser’s recommendations. Traditional financial theory asserts that individuals generally make rational decisions regarding their money, yet financial advisers often encounter cases where emotions and psychology have caused clients to make irrational choices when managing their money. Behavioral finance is a relatively new field of study that relates behavioral and cognitive psychology to financial planning and economics in an attempt to understand why people often act irrationally during the financial decision-making process.
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