Webinar 2018-310 Post

Post Webinar 2018-310

Webinar 2018-310: “Financial Behavior: The Psychology of Client Communications”

Originally Recorded: July 13, 2018 



Professor Victor Ricciardi Webinar 7.13.18 from Financial Therapy Association on Vimeo.

 

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Webinar Description:

Victor Ricciardi (MBA, APC) is an Assistant Professor of Financial Management at Goucher College in Baltimore, Maryland. He teaches courses in financial planning, investments, corporate finance, behavioral finance, and the psychology of money. Professor Ricciardi is a leading expert on the academic literature and emerging research issues in behavioral finance. In his upcoming webinar, he will discuss what biases influence professionals and clients, and how we can overcome these biases in client work.

CEUs:
  • AFC® - Application has been applied for one 1 hour of AFC® credit.
  • CFP® - Application has been applied for one 1 hour of CFP® credit.
  • Mental Health CEUs - Application has been submitted for one 1 hour of LMFT, LMHC, LCSW credits through the Florida Board.
      • Who Should Attend: 
        • Financial Professionals
        • Mental Health Professionals
        • Academics
      • Cost:
        • $39 Non-members  Please consider joining FTA! Click here: Membership
        • $10 Members
        • $5 Student Members
      • At the end of this session, participants should be able to:
        • Learn about common worries experienced by clients around wealth transfers
        • Assess the nature and severity of clients’ anxieties as a guide to action planning
        • Learn practical techniques for helping clients clarify their goals and approach their fears
        • Learn options for the financial therapist/professional: resource, coach, or direct facilitator