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June 18
12:30 pm - 1:00 pm


Webinar / Online Meeting
Online Meeting


General, Counseling, Basic Personal Finance
Open to all Professionals
CEUs / Credits
This is a Live CEU program.
Non-AFCPE conference or local professional financial training webinar

June 18 @ 12:30 pm - 1:00 pm EDT


Discover a trove of fresh insights in the final edition of “Nudge,” whether you’re a devoted fan or new to the realm of behavioral science. This comprehensive study delves into a spectrum of pressing issues in our daily lives, such as the aftermath of COVID-19, health, personal finance, retirement savings, credit card debt, home mortgages, medical care, insurance, climate change, and the notorious “sludge” (paperwork and other nuisances).

CEU Opportunity: This program satisfies 8 CEUs for the following designations: AFC®, CFP®, ChFC®. AFC Candidates participating in this program will obtain 27 experience hours toward their certification.

Dates of Book Study Program: 6-week program from June 18 through July 30

Classes are held on Tuesdays either from 12:30-1 pm EST OR 8:30 – 9 pm EST on Zoom

Makeup sessions will be available

Learning Objectives:

After completing this webinar, financial professionals will be able to:

Discover the science behind decision-making processes

Understand research related to behavioral science and finance

Learn about choice architecture used to enhance the decision-making process and create choice optimization

Optimize good decision-making skills and how to minimize poor decisions

5. Focus on the ethics behind nudging clients to make wise choices that work for their own personal finances


Program Design: The Book Study program is a community-based learning experience designed for professionals seeking personal and professional growth. Participants read and discuss professional materials virtually to enhance their knowledge and foster a sense of community. This program is designed to create a place for open discussion and idea sharing as you read the book and have short weekly discussions with other financial professionals. This program offers diverse perspectives from participants, enriching discussions and promoting positive impact in various professional settings. This program will consist of six weekly sessions that are 30 minutes each, and you must attend 4 out of the 6 sessions. Makeup sessions are included.



What to expect each week in the discussion groups:

Total time: 30 minutes

Portal: Discussions held via zoom link that will be provided to participants

Weekly course outline:

Brief Welcome

Discussion questions are on the screen and copied to the Zoom chat

Within 2-3 minutes of the start of class, we will move to small groups (5-7 participants)

Small group discussions on the questions last approximately 25 minutes

After the return from the small group, a preview of quiz questions is available

The topics for the following week are on-screen

Required class time ends

Want to continue the conversation? The room will remain open for an additional 15 minutes, where you can continue the conversation, share contact information, etc.