ABOUT THIS WEBINAR:
Recognition of the impact of psychology on financial decisions is ever increasing, as is evidenced by the Certified Financial Planner (CFP®) Board’s recent decision to include components of psychology in the updated CFP® examination. This webinar will focus on behavioral finance and the impact of psychology on clients’ financial decisions, with an emphasis on building trust, being authentic with clients, and an introduction of communication essentials that can be applied directly in practice.
Dr. Mary Bell Carlson, CFP®, AFC® is a financial behavior expert and a well-known speaker and author. Currently serving as an adjunct faculty member for the financial planning programs at the University of Georgia and Texas Tech University, she also worked in both the military and government sectors for over a decade, helping improve her clients’ personal finances. She founded ChiefFinancialMom.com, a personal finance education blog to help other busy moms, and is co-host of the Real Money, Real Experts Podcast.
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