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Risk and Behavioral Financial Decision-Making

  • Accountant
  • CPA/ABV
  • CGFM
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • CPA/PFS
  • ChFC
  • CSA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CBA/MCBA
  • FPAC
  • CFIRS
  • CWS

Published: May, 2022

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Risk: The short-term view
    6 mins
  • Let's talk about the market
    12 mins
  • Your brain the decision-Making
    25 mins
  • Change your story, Change your outcome
    37 mins
  • Key actions to take
    44 mins

Course Description

Congress created the Federal Employees Retirement System (FERS) in 1986, and it became effective on January 1, 1987. While some may be covered under CSRS, most current civilian employees are covered by FERS. 

Although we speak broadly about FERS, in this program we abandon FERS specific topics to introduce the concept of behavioral financial decision-making. Successful retirement planning depends on the choices we make at each intersection. Do we get in our way? Undoubtedly so, according to statistics.

This Online CE/CPE Finance course provides in-depth information on the various types of risk and details how our lens for viewing risk may co-opt the true risk of our decisions.  Participants will learn how their financial decision-making strategies work and how they can be strengthened. We continue to build each participant FERS retirement puzzle; this course adds additional pieces to the puzzle.

FERS, however, does not cover military personnel or employees of state or local governments. Employees under FERS receive retirement benefits from three sources: the basic benefit plan, Social Security, and the Thrift Savings Plan, or TSP.

Wherever you are in your career with the federal government, this Online CE/CPE webinar course will give you the tools and knowledge to make the choices necessary to have a successful financial future.

Learning Objectives

  • To identify different financial risk categories.
  • To analyze the cycle of decision-making and how to de-couple emotion.
  • To study how you approach financial decisions and how to use that knowledge for your best outcome.
  • To continue to build your FERS puzzle.

Recommended For

  • This Online CPE webinar is recommended for CPAs, CMAs, CFEs, CFAs, PFS, Finance professionals, Business owners, and financial consultants who want to will learn everything about behavioral financial decision-making.
  • This CPD webinar is also recommended for Canadian CPAs interested in learning how their financial decision-making strategies work and how they can be strengthened

Who Should Attend?

  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • Certified Valuation Analysts
  • Chartered Financial Analyst
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Directors of Finance
  • Finance Director
  • Finance Pros
  • Wealth Management Advisor
  • Wealth Planner
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 General Credit for Accountant/Bookeeper
  • 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1 CPE Credit of Finance for Certified Valuation Analyst (CVA)
  • 1 PL Credit for Chartered Financial Analyst (CFA)
  • 1 CPE Credit for Chartered Financial Consultant (ChFC)
  • 1 CPE Credit for Chartered Advisor in Senior Living (CASL)
  • 1 CPE Credit for Chartered Special Needs Consultant (ChSNC)
  • 1 PL Credit for Certificate In Investment Performance Measurement (CIPM)
  • 1 CPE Credit of Finance for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 1 CPE Credit for Retirement Income Certified Professional (RICP)
  • 1 CPE Credit for Wealth Management Certified Professional (WMCP)
  • 1 CPD Credit for Personal Financial Specialist (PFS)
  • 1 CPE Credit for Financial Services Certified Professional (FSCP)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 CPD Credit of Finance for Accredited in Business Valuation (ABV)
  • 1 CPE Credit of Corporate Finance for Certified Management Accountants (CMA)
  • 1 CPE Credit for Certified Government Financial Manager (CGFM)
  • 1 CE Credit for Certified Senior Advisor (CSA)
  • 1 CRE Credit of Common financial investments/ decision types for Certified Corporate FP&A Professional (FPAC)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

About Presenter

Ilene Slatko

Principal, DSS Consulting

For the past 35 years Ilene has provided financial literacy and investment education for individual clients to enhance their understanding of money, finances, and investments; and to organizations with a particular emphasis on retirement planning. She has worked for notable Washington, DC area investment companies in management and in building organizational depth in financial education. 

Ms. Slatko has significant experience in the areas of leadership development, team development, career development, executive coaching and talent management. She has expertise in designing learning solutions – virtual instructor-led training and instructor-led -- to meet the unique challenges of clients. She was a key provider of executive and employee education for The Southland Corporation, U.S. Mapping, Century 21, and ERA Real Estate. She has worked with executives and leaders in the areas of communication, selling, client management, leadership development, and team development. 

Ms. Slatko has extensive experience in Federal retirement programs and training federal employees. When the previous retirement system was replaced by FERS, Ilene was at the forefront of presentations to educate affected employees in their choices. She has been a trainer for retirement presentations at agencies throughout the DC area,

She has been a speaker at conferences including the Army Materiel Command Women’s Financial Day, Delaware Women’s Conference, and numerous youth financial literacy programs. Ms. Slatko is currently the host of a weekly Roku and Apple TV show called, The *It Show, the first financial program designed specifically for young women. In addition, she has been the Director of Training for companies in the financial and real estate fields. 

Ilene is an alumna of Marietta College where she studied Drama, Speech, and English. 

About Company

DSS Consulting

www.dssfinancial.com

DSS Consulting has been guiding clients to a better understanding of money, finances, and investing since 2010. Our practice focuses on two primary areas.  

The DSS Consulting coaching model engages individuals through highly personalized action plans to assist them in becoming more financially masterful and guiding those clients through the tasks to achieve their goals. We specialize in assisting clients to better understand and harness their approach to money and then teaching them better behavioral and financial decision-making skills.

Our educational model incorporates multiple channels of outreach to foster better financial literacy and money mastery. Our streaming TV show reaches hundreds of thousands of young women each month; our retirement programs are highly valued by federal and corporate audiences; and our online webinars are available through our association with MyCPE.com. 

Finally, in furthering our goal to strengthen financial literacy, we work behind the scenes lending our expertise to online financial apps and newsletters.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
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  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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