Loading Events

« All Events

  • This event has passed.

Atomic Habits Book Study

January 22 @ 12:30 pm 1:00 pm America/New York

$125.00 – $150.00 This program satisfies 8 CEUs for the following designations: AFC®, CFP®, ChFC®.


The numbers below include tickets for this event already in your cart. Clicking “Get Tickets” will allow you to edit any existing attendee information as well as change ticket quantities.
Tickets are no longer available

Atomic Habits by James Clear is a comprehensive, practical guide on changing your habits and getting 1% better every day. Using the Four Laws of Behavior Change framework, Atomic Habits teaches readers a simple set of rules for creating good habits and breaking bad ones. Behavior change is an important aspect of improving financial behavior and mindset. Financial professionals will learn to improve their approach to clients and assist their clients in making new habits that will improve their financial lives.

CEU Opportunity:  This program satisfies 8 CEUs for the following designations: AFC®, CFP®, ChFC®. AFC Candidates participating in this program will obtain 24.5 total credit hours toward their certification.

Dates of Book Study Program: 6-week program from January 22 through February 27

  • Day Session – Classes are held on Mondays from 12:30-1pm EST on Zoom
  • Evening Session – Classes are held on Tuesdays from 8:30-9 pm EST on Zoom 
  • Makeup sessions will be available

Program Design: The Book Study program is a community-based learning experience designed for professionals seeking personal and professional growth. Participants read and discuss professional materials virtually to enhance their knowledge and foster a sense of community. This program is designed to create a place for open discussion and idea sharing as you read the book and have short weekly discussions with other financial professionals. This program offers diverse perspectives from participants, enriching discussions and promoting positive impact in various professional settings. This program will consist of six weekly sessions that are 30 minutes each, and you must attend 4 out of the 6 sessions. Makeup sessions are included. 

Curriculum Overview: The curriculum includes reading the book (253 pages – which translates to less than 6 pages per day). During the program, participants will answer 40 multiple-choice questions and brief essay questions following the weekly group meetings. All answers will be collected to verify participation for continuing education credit. 

At the end of the six weeks, your final score will be calculated. A score of 70% or greater is required for passing. Upon successful completion of the meetings and quiz, you can obtain 8 CEUs for the following designations: AFC®, CFP®, ChFC®. AFC Candidates who participate in this program will obtain 22 total credit hours toward their certification (this aligns with the training and book review categories). 

Learning Objectives:

After completing this book study course, financial planners will be able to:

  1. Understand the principles of habit formation and how they can be applied to personal finance: Students will learn the core concepts from “Atomic Habits” and apply them to their financial habits, such as budgeting, saving, and investing. 
  2. Develop effective strategies for building positive financial habits: Students will learn practical techniques for helping clients implement new habits and break bad financial habits. They will explore strategies like habit stacking, habit tracking, and creating an environment that supports healthy financial behaviors.
  3. Explore the relationship between mindset and financial success: Students will delve into the mindset and belief systems that influence financial decision-making and learn strategies for cultivating a growth mindset and positive money mindset. They will explore topics like financial confidence, overcoming limiting beliefs, and developing resilience in the face of financial challenges. 
  4. Learn techniques for assisting others in setting and achieving financial goals: Students will learn how to set realistic and meaningful financial goals, break them down into actionable steps, and create a system of accountability. They will explore the concept of “habit goals” and how small habits can lead to significant financial progress over time. 
  5. Understand the science of how habits work to better work with clients to help reduce bad habits and improve good financial habits: Students will learn the four simple steps of cue, craving, response, and reward and how to apply them to financial habits.

Course Schedule: 

This course* will follow the following schedule: 

  1. Week 1 – January 22/23: Section 1 The Fundamentals – Forward through Chapter 3 (57 pages) 
  2. Week 2 – January 29/30: Section 2 The 1st Law – Make it Obvious – Chapters 4-7 (41 pages) 
  3. Week 3 – February 5/6: Section 3 The 2nd Law – Make it Attractive – Chapters 8-10 (40 pages) 
  4. Week 4 – February 12/13: Section 4 The 3rd Law – Make it Easy – Chapters 11-14 (42 pages) 
  5. Week 5 – February 19/20: Section 5 The 4th Law – Make it Satisfying – Chapters 15-17 (34 pages) 
  6. Week 6 – February 26/27: Section 6 Advanced Tactics – How to Go from Being Merely Good to Being Truly Great – Chapters 18-Conclusion (36 pages)

*NOTE: Make-up sessions will be available.

What to expect each week in the discussion groups: 

  • Total time: 30 minutes
  • Portal: Discussions held via zoom link that will be provided to participants
  • Weekly course outline:
    • Brief Welcome
    • Discussion questions are on the screen and copied to the Zoom chat 
    • Within 2-3 minutes of the start of class, we will move to small groups (5-7 participants) 
    • Small group discussions on the questions last approximately 25 minutes
    • After the return from the small group, a preview of quiz questions is available
    • The topics for the following week are on-screen
    • Required class time ends
    • Want to continue the conversation? The room will remain open for an additional  15 minutes, where you can continue the conversation, share contact information, etc.

Participant purchases the book for the course (purchase book here or get it at your local library).