CE Session: Applying Behavioral Finance into your Practice

Mary Carlson
Financial Behavior Storyt..
  • Tue Mar 28, 2023
  • 02:00 PM (60 mins)
  • About

Many advisors have heard of behavioral finance but don’t know how to apply these concepts to your business. Join Dr. Carlson to learn the connection between anchors, ostriches, tanks, and a hot pair of scissors and how you can use these concepts to improve client outcomes. You will learn how small changes can positively affect your clients. This course will help you implement behavioral finance applications directly into your business and improve your bottom line.

This course is eligible for 1 CEU for the CFP and AFC certifications.

Learning Outcomes:

1. Increase understanding of behavioral economics

2. Gain insight into how small nudges can create positive long-term and sustained financial behavior change

3. Learn applications that will help you overcome your own behavioral biases and be aware of them with clients

*CFP credit is available only for U.S.-based webinar registrants. Requires at least 50 minutes of attendance. Please allow up to five business days to receive your credit.