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The Psychology of Money: Understanding a Client’s Financial Decisions

The Psychology of Money: Understanding a Client’s Financial Decisions

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The Psychology of Money: Understanding a Client’s Financial Decisions

January 18, 2023 at 1:00 PM EST
This webinar is free and offers 1 CE Credit for CFP and AFCPE Professionals (applied for).

Presenter

Dr. Mary Bell Carlson, CFP®, AFC® is a financial behavior expert and a well-known speaker and author. Mary has worked in both the military and government sectors for over a decade, helping improve her clients’ personal finances. Mary founded Chief Financial Mom.com, a personal finance education blog to help other busy moms. She is also the co-host of the Real Money, Real Experts podcast and an adjunct faculty member for the financial planning programs at the University of Georgia and Texas Tech University.

Overview

Recognition of the impact of psychology on financial decisions is ever increasing, as is evidenced by the CFP Board’s recent decision to include components of psychology in the updated CFP® examination. This webinar will focus on the impact of psychology on clients’ financial decisions, with an emphasis on communication essentials that can be applied directly in practice.

The Foundation for Financial Planning and the Financial Behavior Keynote Group have partnered together to present a series of webinar talks delving into the topic of financial behavior and wellbeing, and how advisors can use the field’s learnings to better connect with and impact financially vulnerable clients.