Coaching Capability: Book Study

Learn how to apply ethical nudges in client work, spark meaningful behavior change, and make financial decision-making both effective and engaging.

Ideal for financial planners, coaches, and client-facing professionals.

Earn 30 experience hours for AFC® candidates. Make each nudge count.

What you can expect:

Read the book Nudge: The Final Edition, join the discussion group with other professionals, and complete a quiz at the end.

Learning objectives
LO 1 – Learning the science behind decision making processes
LO 2 – Learning about research related to behavior science and behavior finance
LO 3 – Learning ways to offer options to clients as a choice architect to help them make wise decisions in all areas of personal finance, and when might be most appropriate for each kind of decision that needs to be made
LO 4 – Learning about things that get in the way of making good decisions and how we can help to minimize that so clients can move toward the best educated decision
LO 5 – Learning the ethics behind nudging clients to make wise choices that work for their own personal finance

Time Commitment:

Six weeks for 30 minutes each week. (15 minute optional continue the conversation after the 30 minutes)