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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. 

Approximate time: 3 hours

Learning Objectives:

  • Understand how the Wealth Management industry is changing & 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.

Last updated: 12/2020