Where Evidence Meets Experience


Live Virtual Sessions

CE Session: Applying Behavioral Finance into your Practice
CE Session: Applying Behavioral Finance into your Practice
Tue Mar 28, 2023
2:00 PM
CE Session: Anxious and Stressed: Helping Clients to Manage Emotion and Behavior
CE Session: Anxious and Stressed: Helping Clients to Manage Emotion and Behavior
Tue Apr 4, 2023
2:00 PM
Cultural Competencies for Planners who Serve Diverse Clients/Communities
Cultural Competencies for Planners who Serve Diverse Clients/Communities
Thu May 4, 2023
3:00 PM
Diversity and Inclusion: Empathy or Sympathy?
Diversity and Inclusion: Empathy or Sympathy?
Thu Jun 8, 2023
2:00 PM

Teachers

Mary Carlson

Financial Behavior Storyteller

Kristy Archuleta

Financial Therapy Trailblazer

Michael Thomas

Financial Empathy & Compassion Specialist

Ryan Law

Client Communication Expert

Miranda Reiter

Diversity, Equity, & Inclusion Thought Leader

John Grable

Financial Behavior & Risk Expert

Jonathan Walker

FinTech Executive & Customer Experience Professional

Testimonials

“The Foundation for Financial Planning was fortunate to work with four experts from the Financial Behavior Keynote Group to deliver a live webinar series that reached hundreds of financial advisors who provide pro bono service to people in need. Each speaker was excellent – knowledgeable, incisive, and provocative – addressing diverse topics to help burnish the skills of the advisors in both their paid and pro bono work. Our community of volunteer advisors praised the speakers as ‘outstanding,’ and we are hoping to offer more sessions from FBKG in the future.” - Jon Dauphiné, Esq., Chief Executive Officer, Foundation for Financial Planning

“Financial Behavior Keynote Group provides a needed perspective on how behavioral psychology affects financial behavior. This group of experts delivers engaging, useful, and valuable insights. Now with the addition of online CE for financial professionals, this allows more access to so many advisors across the world to benefit from the thought leadership of these speakers. This is a must-attend opportunity.” - Dr. Daniel Crosby, Chief Behavioral Officer, Orion Advisor Solutions

Frequently Asked Questions
Do you have to sign-in to register for an event?

Yes, all payments are taken behind a secure screen through Stripe. Therefore, you need to create an account here with FBKG to access any content (live or on-demand). You only need to create an account one time; you will log-in with your account if wanting to access future classes and videos. 

What makes FBKG courses different from others?
First, we focus solely on human behavior and the interaction of personal finance. It's becoming known as the psychology of financial planning. Secondly, we are all recognized experts in the field with client-facing experience. Our focus is to bring research-based evidence to apply to your financial planning practice.
What happens if I need to cancel my booking?
You can cancel any event you register for up until one hour before the event begins. You will receive your payment back in full if the cancelation is made the hour before the event begins. After that time, there will be no refunds.
When can I register for an event?
You can register for any event up to 60 days in advance. You may register for the event up until the start of the event.