Investor Identity (1 Credit)

Frank Murtha
08/18/21 4 PM EST
CFP® Live CPA IWI
Program Id: 882867739
9.5
Average Attendee Rating
Poor Average Excellent

Knowing yourself is crucial successful investing.  But how do we do that, and how do help our clients do that?  Financial (or Investing) Identity is the compilation of all the relevant components of how and why we invest the way we do. This class covers a number of the core components that comprise this psychological construct, including needs, values, goals, strengths and weaknesses.  The concept of Investor Personality will be saved for following classes.

  • Introduction to Investor Identity (15 Minutes)
    • Needs
    • Values
    • Beliefs
    • Goals
    • Strengths/Weaknesses
    • Erickson and Psycho-Social Development
    • Benefits of helping clients develop a strong sense of their investor identity
  • Investor Needs (15 Minutes)
    • Trust
    • Self-Approval
    • Safety
    • Happiness
    • Purpose
    • The Hierarchy of Investor Needs
  • Values (10 minutes)
    • Moral values
    • Investing values
    • Relationship values
    • How values influence financial decision-making
    • Beliefs
  • Goals (10 Minutes)
    • The Slide Show revisited
    • The importance of making goals clear
    • Client goal-setting
  • Strengths and Weaknesses (10 Minutes)
    • The development of financial wisdom
    • What do clients see as strengths?
    • What do clients see as potential weaknesses?
    • Investing to our strengths.

 

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 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.

User reviews

46 reviews

 
(46)
4 stars
 
(0)
3 stars
 
(0)
2 stars
 
(0)
1 star
 
(0)
9.5
Average Attendee Rating
Poor Average Excellent
Already have an account? or Create an account
View all reviews View most helpful
10
Average Attendee Rating
Poor Average Excellent
Was this review helpful to you? 
10
Average Attendee Rating
Poor Average Excellent
Was this review helpful to you? 
10
Average Attendee Rating
Poor Average Excellent

really enjoying these classes! Love the story about Frank's Dad!

Was this review helpful to you? 
10
Average Attendee Rating
Poor Average Excellent

Good job. Important information. I appreciated the descriptions and distinctions between terms that are frequently used and often misunderstood by clients and advisors.

Was this review helpful to you? 
10
Average Attendee Rating
Poor Average Excellent

Really enjoying this series, it is a reminder of how much a financial planner I am, thought think of myself as a coach. With Franks scenarios I always fall for the Planner Talk vs that of a counselor. Need to really go back & listen to these again & again to better as a coach / counselor & not cause my clients to put up a road block.

Was this review helpful to you? 
View all user reviews