The Psychology of Money: Understanding Service Members’ Financial Decisions

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.

Presenter

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.
Continuing Education

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).

Event Materials

Webinar Slides | PDF

Cover Photo: Rodnae Productions / Pexels