Personal Financial Planning Workshop
Insights into your client's money mindset
Have you ever wondered why your clients fail to follow your advice and perform financially destructive behavior? This three-part virtual workshop, taught by leading academics and researchers, provides insights into how you can implement best practices from behavioral finance, client psychology, and financial therapy to help your clients meet their financial goals.
This three-part interactive webinar will offer a framework for integrating insights, theories, and tools from these fields into your work with clients.
- An exploration of the fundamental aspects of behavioral finance by Dr. Derek Lawson
- Client psychology will be explored by examining clients’ resistance to change, the use of nudges, and the need for smart heuristic by Dr. Meghaan Lurtz
- An introduction to financial therapy interventions designed to help financial planners ask better questions that will aid in clients’ improving their financial wellbeing by Dr. Megan McCoy
This program has been approved for 3 CFP continuing education credits.
- $175 per person.
Program fee includes:
3 hours of virtual instruction
Continuing education certificate for CFP's
Program materials e-formats
- Organizations who would like to send a team of participants can take advantage of group pricing. Contact Angela Buzard, Manager of Training and Development, at email@example.com or 913-307-7340 to obtain discounts codes for a group.
22201 W. Innovation Dr.
Olathe, KS 66061-1304