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Applied Behavioral Finance

Learn how to implement behavioral finance applications directly into your current business practices and improve client communication.
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Mary Carlson

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How to Integrate Behavioral Finance Concepts into your Financial Planning Practice

Description: Many advisors have heard of behavioral finance but don’t know how to apply these concepts to your business. Dr. Mary Bell Carlson & Jonathan S. Walker will teach behavioral finance in a way that can be applied to any practice, large or small. You will learn how small changes can lead to positive effects on your clients. From this course, you can implement behavioral finance applications directly into your current business practices.

Learning Outcomes

Participants will:

  1. Increase understanding of behavioral finance
  2. Gain insight into how small nudges can create positive long-term and sustained financial behavior change
  3. Learn applications that will help you overcome your own behavioral biases and be aware of them with clients

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