Behavioral Conversations

FirstName

LastName

Untitled Team

My Business Focus -

Untitled Learning Journey

My Journey

Behavioral Conversations (3-hours CE)

Module 1: Why Behavioral Conversations are Important

Module 2: Identifying behavioral biases, financial fears, and underlying needs impacting financial decisions

6

Sections

Module 2: Identifying behavioral biases, financial fears, and underlying needs impacting financial decisions

Module 3: Teeing Up Behavioral Conversations with Clients and Prospects

4

Sections

Module 3: Teeing Up Behavioral Conversations with Clients and Prospects

Module 4: Conducting Behavioral Conversations with Clients and Prospects

5

Sections

Module 4: Conducting Behavioral Conversations with Clients and Prospects

Module 5: Integrating Behavioral Conversations into Your Practice

2

Sections

Module 5: Integrating Behavioral Conversations into Your Practice

Behavioral Conversations (3-hours CE)

Untitled Team

My Business Focus -

Untitled Learning Journey

About this course

Approximate time:

3

hours

Learning Objectives:

Understand how the Wealth Management industry is changing and why behavioral conversations are important
Identify preferences and behavioral biases for clients and prospects
Tee up behavioral conversations with clients and prospects
Conduct behavioral conversations with clients and prospects
Integrate behavioral conversations into your practice

Level of complexity:

Intermediate

Target audience:

Financial Professionals and practice team members that communicate with clients and prospects. This course assumes you prepare financial plans connected to client goals and are familiar with the concept of a behavioral bias.

The CFP Board® and Investments & Wealth Institute® have accepted this program for 3 hours of CE credit towards the CFP^®, CIMA^®, CPWA^®, CIMC^®, and RMA^® certifications.

Behavioral Conversations (3-hours CE)

6

Modules

Course Overview

2

Sections

Module 1: Why Behavioral Conversations are Important

5

Sections

Module 2: Identifying behavioral biases, financial fears, and underlying needs impacting financial decisions

6

Sections

Module 3: Teeing Up Behavioral Conversations with Clients and Prospects

4

Sections

Module 4: Conducting Behavioral Conversations with Clients and Prospects

5

Sections

Module 5: Integrating Behavioral Conversations into Your Practice

2

Sections

Course

Behavioral Conversations (3-hours CE)

Welcome to Behavioral Conversations for Financial Professionals!

You have started your journey to grow and differentiate your practice with a tool that makes applying behavioral finance easy and opens the door for better, more meaningful financial conversations.

Objectives

Understand how the Wealth Management industry is changing and why behavioral conversations are important
Identify preferences and behavioral biases for clients and prospects
Tee up behavioral conversations with clients and prospects
Conduct behavioral conversations with clients and prospects
Integrate behavioral conversations into your practice

Audience

Financial Professionals and practice team members that communicate with clients and prospects. This course assumes you prepare financial plans connected to client goals and are familiar with the concept of a behavioral bias.

The CFP Board® and Investments & Wealth Institute® have accepted this program for 3 hours of CE credit towards the CFP^®, CIMA^®, CPWA^®, CIMC^®, and RMA^® certifications.

Modules

Course Overview

Modules

Module 1: Why Behavioral Conversations are Important

Modules

Module 2: Identifying behavioral biases, financial fears, and underlying needs impacting financial decisions

Modules

Module 3: Teeing Up Behavioral Conversations with Clients and Prospects

Modules

Module 4: Conducting Behavioral Conversations with Clients and Prospects

Modules

Module 5: Integrating Behavioral Conversations into Your Practice