PLEASE NOTE THERE IS NO CFP CE CREDIT FOR THIS PROGRAM


The simple but often overlooked question in goals-based planning is how do planners come to know the absolute and relative importance of our clients' goals. In the second of his Inside Client Behavior series focusing on applied behavioral economics, Professor Shachar Kariv will identify ways to evolve goals-based planning by introducing scientific methods of client understanding. Kariv will cover relevant concepts from multiple Nobel prize winning economists, explaining how behavioral economics can elegantly address the core question of what is important to clients.

Level of Complexity: Intermediate (Builds upon knowledge in an overview level/assume working knowledge of topic. For CFP with previous exposure/3 years experience.)

 

Course Objectives
  • Identify how clients make trade-offs across their goals.
  • Understand the relevant concepts from the work of Nobel prize winners Paul Samuelson, Angus Deaton, Daniel Kahneman and Vernon Smith.
  • Integrate scientifically proven behavioral economics practices into their goal-based planning methods.
Course Information
Date Presented:
September 25, 2018 2:00 PM Eastern
Length:
1 hour
Registration Fee:
Free
The Overdue Marriage of Goals-Based Advice and Behavioral Economics
Speaker Information
Dr. Shachar Kariv   [ view bio ]
Individual topic purchase: Selected
Products
Streaming
FPA Member Price:$0.00
Non-Member Price:$19.00