- This event has passed.
The Psychology of Money: Understanding Service Members’ Financial Decisions
Tue October 19, 2021: 11:00 am-12:30 pm EDTFree
About This Webinar:
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.
Dr. Mary Bell Carlson, CFP®, AFC® is a financial behavior expert and a well-known speaker and author. Currently serving as an adjunct faculty member for the financial planning programs at the University of Georgia and Texas Tech University, she also worked with both the military and government sectors for over a decade, helping improve her clients’ personal finances. She co-hosts a podcast and founded a personal financial education blog.
Continuing Education (CE) Credit
Click the button below for CE credit
You will be prompted to complete an evaluation after which a link will be provided.
This webinar has been approved for Continuing Education (CE) credit to:
- The Association for Financial Counseling & Planning Education (AFCPE) for Accredited Financial Counselors (AFC) and
- The Center for Financial Certifications (FinCert) for Certified Personal Finance Counselors (CPFC).
Cover Photo: Rodnae Productions / Pexels