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Providing tools and insight into the psychology of financial behavior

FREE E-Course on Increasing Rapport and Engendering Trust with Prospects and Clients.

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Take this continuing Education course, approved by the CFP Board of Standards, online ($49.00 value) for a limited time. It's process not product that ultimately makes you a winner. These unique continuing education courses are delivered online in an audio streaming format presented by Dr. Kathleen Gurney.

Capitalize on your greatest asset - your ability to communicate. If you don't show your clients that you understand them and can help them, your competition will.


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.

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Course Run Time: 50 Minutes
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(Requires Flash Player)
Cost: FREE

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