Upcoming Webinars

Marguerita Cheng, CFP®, CRPC, RICP®, CDFA®

Tuesday, August 17, 2021 | 12:00 PM — 1:00 PM EDT

Importance of Knowledge in Financial Psychology and Behavioral Finance

Presented by:
Marguerita Cheng, CFP®, CRPC, RICP®, CDFA®

Chief Executive Officer at Blue Ocean Global Wealth

Many studies in personal finance support the notion investors screen all the information prior to making rational investment decisions. Recent studies on financial psychology and behavioral finance reveal that psychology influences financial planning and investment decisions. 

Join Marguerita M. Cheng, Chief Executive Officer at Blue Ocean Global Wealth, for a special webinar to learn why it is critical for financial advisors and planners to understand the behavior of their clients to enable them to know what, when, and how they can influence their investment and planning decisions. 

Attendees will:
  • Learn the psychology behind investor’s decisions 
  • Learn about investor bias 
  • Learn how to identify and understand the weaknesses and strengths of investors and help positively influence their financial decision-making abilities
  • Learn how to help your clients manage their behavior and emotions
Please Note: One CE credit will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations.

Register Now

Cindy Shnaider, MSF

Tuesday, August 31, 2021 | 12:00 PM — 1:00 PM EDT

Enhancing Client Conversations with Behavioral Financial Planning

Presented by:
Cindy Shnaider, MSF

Graduate Coordinator, Professor, College for Financial Planning

Behavioral finance is an important aspect that is sometimes overlooked in the client-planner relationship. There are specific ways to frame conversations and word choices that will enhance client conversations, always relying on good listening skills. 

Join Cindy Shnaider, MSF, Professor at the College of Financial Planning, for a special webinar that identifies ways to help you tailor client conversations through a knowledge of possible client reactions and being able to deal with the complexity of advising couples whose preferences may differ.

Attendees will: 
  • Learn how to evaluate behavioral factors that enhance client communications
  • Learn to create empathetic and trusting relationships by using exquisite listening, recognizing biases, and framing conversations
  • Learn how to advise couples whose financial planning preferences may differ
Please Note: One CE credit will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations.

Register Now