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Aiding Families in Value Alignment
Topic
Psychology of Financial Planning
Program ID
333523
Hours
1
Format
Live / Stand-alone Workshop or Seminar
Complexity
Intermediate
Description
Using principles of behavioral and interior finance, this session will equip you with the tools and knowledge needed to create tailored multi-generational financial plans that resonate with your clients' deepest aspirations.
Learning Objectives
Through interactive lecture, participants will demonstrate understanding of how behavioral finance impacts the financial decision making process.
Through interactive lecture, participants will demonstrate knowledge of how personal and family financial beliefs are influenced by long-held assumptions as discussed in interior finance theory.
Through interactive lecture, participants will explore ways of helping clients create authentic multi-generational financial plans.