Review and Implementation (1 Credit)

Frank Murtha
09/29/21 4 PM EST
Live CPA
Program Id: 146608123

This class reviews the entire course curriculum, highlighting the most important concepts in financial counseling and how to best implement them in your practice. 

  • Foundations (7 Minutes)
  • Emotions (10 Minutes)
  • Counseling Techniques (10 Minutes)
  • Investor Identity (10 Minutes)
  • Investor Personality (10 Minutes)
  • Mental Health Issues (8 Minutes
  • Couples and Family (5 Minutes)
  • Wrap Up/Goodbye (5 Minutes)


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 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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