Applying Financial Psychology In Current Conditions (1 Credit)

Frank Murtha
10/06/21 4 PM EST
CFP® Live CPA IWI
Program Id: 841328139

This class is the final class of the Financial Counselor Certificate Course.  While the rest of the curriculum is rooted in general theory, knowledge and skills, this class is dedicated to the specific application of class material to client management in the current environment. It will look at the present investment climate, assess potential client issues, and prescribe best practices for meeting their needs. This format will also be used as educational “booster shot” to maintain certification once the course is complete. 

This class was originally scheduled for September 8, and postponed until October 6, 2021. 

  • Today’s Environment  (10 Minutes)
    • Geopolitical Issues
    • Financial and tax
    • Market Sentiment
  • Emotional Reactions  (10 Minutes)
    • Fear, Anger, Loss or Greed
  • Investor Identity Factors (10 Minutes)
    • Needs
    • Values
  • Investor Personality Factors (10 Minutes)
    • Relevant Profile Traits
  • Counseling and Behavioral Strategies (10 Minutes)
    • Practical Tips
    • Strategies
  • Wrap Up & Discussion (10 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.

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.


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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