The compelling research on the powerful relationship between client behavior and financial decision-making continues to grow, leaving the onus on financial planners to not only keep up with the growing body of knowledge, but also the responsibility of using it to help clients achieve financial health and success. Join this panel of researchers and experts in this area to unpack and understand the most recent trends and relevant applications of behavioral economics.
Overview: General review of subject from a broad perspective/dive into basic knowledge on a skill or topic. For newer CFP or unfamiliar with subject
October 03, 2018
Financial Planning Association
CFP CE: 1.00
This course is no longer available for purchase.