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The Psychology of Money: Understanding Service Members’ Financial Decisions
October 19, 2021 @ 11:00 am - 12:30 pm EDT
About This Webinar:
***This webinar is no longer eligible for CE credits.***
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
This webinar is no longer eligible for Continuing Education (CE) credits. To request a certificate of attendance visit – https://vce.az1.qualtrics.com/jfe/form/SV_eqX9NYYng3yT2XY
Event Materials
Cover Photo: Rodnae Productions / Pexels
