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The Psychology of Money: Understanding Service Members’ Financial Decisions

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

Counselor speaking with a service member

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.


Photo of Dr. Mary Bell CarlsonDr. 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

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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


October 19, 2021
11:00 am - 12:30 pm EDT
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How To Join

Complete the registration form with your name, email address, and how you learned about this webinar. You should receive a confirmation email shortly after with the connection information. Please email us at [email protected] if you have any questions or need technical support.

If you are unable to join the webinar via Zoom, please view the live-streamed webinar at

More Info

On-Demand Webinars
Continuing Education Credits Available