FP 646 - Behavioral Finance and Client Communication

1.5 Credit(s)

This course introduces students to one of the most important concepts in personal finance and the most recent topic added to the CFP® curriculum, behavioral finance. Students identify common irrational behaviors exhibited by clients to help clients make rational financial decisions. Students demonstrate effective communication techniques that enable them to educate, motivate, and persuade clients to change behaviors and achieve positive financial outcomes. VIdeos, case studies, and writings from the most influential academics in finance and psychology provide students practical knowledge of this subject that will benefit them throughout their careers. This is an elective class.