Thank you for visiting our redesigned College for Financial Planning®—A Kaplan Company website. Your voice matters. Complete our site survey and you could win one of three $50 Amazon gift cards.
Start our 4 question survey »

Free Live CE Webinar Series

The College for Financial Planning®—A Kaplan Company is proud to present a series of free live CE webinars that focus on current hot-button financial topics.

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.

Live CE Webinar
Earn Continuing Education Credit for free in this hour-long presentation.

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.

Bundle Your CE Renewal Courses and Save

Our most popular courses bundled to fulfill all of your CE credits at one low price, so you can renew your designation with ease.

Shop Designation Renewal Bundles