Behavioral Finance: How to Bring Your Best Instincts to Your Financial Plan 1 Credit
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When Richard Thaler won the 2017 Nobel Price in Economics for his “contributions to behavioral economics” it was a major recognition from the very top of the field that this discipline matters. Thaler posits that “Econs,” the fictional beings who populate most economic models and always behave rationally, are not exactly similar to those of us in the real world (“Humans”) who make decisions for all sorts of reasons we don’t entirely think through.
Analyzing real-world human behavior, and uncovering some of the triggers behind it, can help us optimize decision-making about our finances.
This course covers the following Major Topics:
In this CPE Finance Webinar, we’ll look at some of the major findings of experts in this field and learn how to apply “Econ” thinking in some key areas where we can benefit from it.
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To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
CM
It is an excellent course that gave me a different perspective on how and why many individuals avoid many strategies that can benefit them. I will use the knowledge I gained to help my clients understand their options and help them better understand the impact of their acting or not acting.
HM
I also love Sumo Citrus, agree they are shockingly expensive, and also well worth the price. Excellent course! I will sign up for all of Heather Liston's offerings. Thank you!
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Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
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