This live webinar will broadcast in two parts. The first part will broadcast on June 28th and the second part will broadcast on July 5th.

Behavioral finance has shown that all people, even financial experts, are prone to making irrational and suboptimal financial decisions. It also explores how people have wants that extend far beyond traditional finances' assumption of wanting the highest return at the lowest risk. We are not perfectly rational economic robots; we are easily driven by many wants and emotions while working with limited time, knowledge, and energy.

This course explores many of the thinking errors and biases exhibited by all people, even the experts. You'll be able to identify the nonfinancial wants that drive the financial decisions of your clients. We'll then identify ways to improve financial decision-making in the contexts of personal financial planning and business financial management.

You'll learn from an author that teaches these concepts to MBA students at a university as well as to business advisors and staff. He is a CPA that's been a CFO of multiple companies. Rob also has a master's degree in personal financial planning and a graduate certificate in financial therapy. He served as program manager for a group of investment advisors.

This course will lead you from foundational finance concepts to practical applications in both personal finance and business finance.



This webinar is available with NO ADDITIONAL FEE if you have an active all access membership or webinar membership or can be purchased for $20.00!

Instructor: Rob Stephens Course No: FIN-BEHAV1-G90022 Recommended CPE: 2.00 Delivery Method: Group Internet Based - Webinar Date Offered: 4/8/2025 10:00 AM - 12:00 PM Level of Knowledge: Basic Prerequisites: None Advanced Preparation: None Registration Requirements: Registration with GoToWebinar is required Recommended Field of Study: Webinars - Group Finance

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