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"FSP webinars have tremendous value for financial professionals. There is a wide array of interesting topics to choose from, and the ability to assemble a group of individuals lets you extend and amplify the value of the program. When supporting material is provided, such as articles, web sites, etc., attendees can continue the dialogue when the program ends."

Laurene B. Prevette, RHU, LUTCF
FSP Board of Directors, 2011-2012


Audio/Web Conference: Helping Irrational Clients Make Rational Decisions

CPE CE Credit Approvals

The recommended number of CPE credit hours is: 1

The Society of Financial Service Professionals 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.learningmarket.org.

The Society offers programs at intermediate to advanced levels of continuing professional education. Although no pre-requisite course or advanced preparation is needed to participate in any program, knowledge of, or experience in, the program topic is required.

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Original Air Date Archives Level CE Credits*
Wednesday, 04/23/14
12:00 noon – 1:00 p.m. ET
Order online
Call: 1-800-392-6900
Via Email
Intermediate PACE: 1 hr
[Password provided in your registration email]

* You must participate in the live event to get PACE credit.

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Helping Irrational Clients Make Rational Decisions
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Program Overview

This presentation introduces concepts in behavioral finance that relate to an individual's decision making within the area of personal financial planning. Participants will be introduced to various heuristics and cognitive bias that affect a client's choices and attitudes toward financial decision-making and strategies for dealing with the issues.

Attendees will learn:

  • How and why behavioral errors lead clients astray in making investment decisions
  • How to use framing techniques to mitigate client behavioral errors
  • How to reframe traditional quarterly reports

Featured Speaker:

Harold Evensky, CFP, AIF is president of Evensky & Katz and a professor of practice in the Texas Tech University, Personal Financial Planning Department. Prior to forming his own company, he served as a vice president of investments with major investment banking firms. He is the past chair of the International CFP® Council, the CFP® Board of Governors, the Board of Examiners, the Board of Appeals and the TIAA-CREF Institute Advisory Board. He is on the Editorial Advisory Board of the Journal of Financial Planning, and he is the research columnist for the Journal.

In 2010 he was included in Investment Advisor Magazine's "Thirty for Thirty" – Investment Advisors most influential in building the profession over the last 30 years. In 2013 he was listed as one of the profession's 15 transformational advisors by Investment News and was a recipient of the FPA Heart of Financial Planning award.

Mr. Evensky is an internationally recognized speaker on investment and financial planning issues. In addition, he has written for and is quoted frequently in the national press, and is the co-author of Wealth Management, published in conjunction with the CFA Institute by Wiley & Sons and co-editor of The Investment Think Tank, Theory, Strategy, and Practice for Advisers and Retirement Income Redesigned - Master Plans for Distribution (Bloomberg).