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Details

Date:
October 19, 2021
Time:
11:00 am - 12:30 pm
Cost:
Free
Website:
Register

Venue

Webinar / Online Meeting
Online Meeting

Other

Topics
Military
Eligibilities
Open to all Professionals
Sponsors
MFLN
CEUs / Credits
1.5
Options
This is a Live CEU program.
Types
Non-AFCPE conference or local professional financial training webinar
  • This event has passed.

October 19, 2021 @ 11:00 am - 12:30 pm EDT

Free

Recognition of the impact of psychology on financial decisions is ever increasing, as is evidenced by the Certified Financial Planner (CFP®️) Board’s recent decision to include components of psychology in the updated CFP®️ examination. This webinar will focus on behavioral finance and the impact of psychology on clients’

financial decisions, with an emphasis on building trust, being authentic with clients, and an introduction of communication essentials that can be applied directly in practice.

Presenter: Dr. Mary Bell Carlson, CFP, AFC

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