Financial Psychology is pleased to offer online CE courses. All courses have been approved by the CFP Board of Standards.
These unique continuing education courses are delivered online in an audio streaming format presented by Dr. Kathleen Gurney, pioneering expert in the Psychology of Money Management and Investing.
LIST OF ONLINE CE COURSES
Identifying and Overcoming Psychological Hurdles in The Planned Giving Process
As an international authority on the psychology of money, Dr. Kathleen Gurney will discuss the psychological underpinnings involved for donors in the decision and process of planned giving. She will also highlight ways that advisers can work with donors to successfully resolve any emotional issues and bring confidence and trust in their gift planning.
Families and Their Money: The Dynamics of Planning
Dr. Kathleen Gurney will discuss the importance of families talking about money, the barriers which prevent them from doing so, and ways for advisors to generate awareness and promote multi-generational financial planning.
Investor Psychology: Understanding The Psychology of Financial Behavior
Dr. Kathleen Gurney will discuss the psychology of the investor based on two decades of research and experience with investors and their advisors. She will provide insight into investors' financial behavior, so that advisors can manage their clients' finances more effectively by helping them manage their emotions and the ways they act on them and handicap their planning success.
This class is also available when you purchase the Professional Membership package.
Online CE Courses
