Investor Personality Part 2 (1 Credit)

Frank Murtha
09/01/21 4 PM EST
CFP® Live CPA IWI
Program Id: 790725323
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This class is the continuation of our explication of Investor Personality.  In this module we will cover the remaining Four Factors and explore their implication for clients’ investment approach and their relationships with you.  

Emotional Stability vs. Emotional Sensitivity (13 minutes)

    • Stability sub-traits
    • Sensitivity sub-traits
    • Implications for Investing vs. Relationship
    • Relationship to aspect of Investor Identity (e.g, Needs, Values, etc).
  • Extraversion vs. Introversion (13 minutes)
    • Extraversion sub-traits
    • Introversion sub-traits
    • Implications for Investing vs. Relationship
    • Relationship to aspect of Investor Identity (e.g, Needs, Values, etc).
  • Openness vs. Traditionalism (13 minutes)
    • Openness sub-traits
    • Traditionalism sub-traits
    • Implications for Investing vs. Relationship
    • Relationship to aspect of Investor Identity (e.g, Needs, Values, etc).
  • Agreeableness vs. Self-interestedness (13 minutes)
    • Conscientiousness sub-traits
    • Spontaneity sub-traits
    • Implications for Investing vs. Relationship
    • Relationship to aspect of Investor Identity (e.g, Needs, Values, etc).

 
This webinar is eligible for one hour of CE credit towards the CIMA® and CPWA® certifications, CFP® CE, PACE credit toward the CLU® and ChFC® designations, and for live CPA CPE credit.


About Frank Murtha, Ph.D. 

Dr. Frank Murtha earned a doctorate in Counseling Psychology from the University at Buffalo. He was the first to explore cognitive errors in gambling behavior, and he has taught at The City University of New York, Penn State, and New York University. In 2001, Dr. Murtha co-founded MarketPsych Inc., a statistically valid proxy for the NEO personality inventory diagnostic for identifying investor personality traits. Dr. Murtha currently consults to institutional investors on macro- and micro-behavioral economics. In 2021, he founded the Financial Counseling Institute to charter financial professionals as Certified Financial Counselors.

 


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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Very good insight on different personality traits

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Very interesting and helpful to think about the material in relation to individual clients.

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interesting and applicable. I could definitely find these characteristics i.e. openness, conscientious, agreeable very identifiable ! In other words "GREAT". (Andrew)) :)

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