This video course explores many of the thinking errors and biases exhibited by all people, even the experts. You’ll be able to identify the nonfinancial wants that drive the financial decisions of your clients. We’ll then identify ways to improve financial decision-making in the contexts of personal financial planning and business financial management.
Course No. S006
Format: Online video with final exam
Instructional Delivery Method: QAS Self-Study
Prerequisites: None
Advance Preparation: None
Level: Overview
CPE Credit: 5 Hrs.
Field of Study: Finance: Technical
Course expiration: You have one year from date of purchase to complete the course.
Course Review/Revision Date: April 2024