Behavioral Economics Roundtable: The Psychology of Goals & Purpose with Dr. Charles Chaffin
Includes a Live Web Event on 11/21/2025 at 10:00 AM (MST)
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Brought to you by the Applied Behavioral Economics Knowledge Circle, Join us for an engaging session with Dr. Charles Chaffin—author of The Goal Standard: The Psychology of Defining, Pursuing, and Achieving What Matters—where we’ll explore how behavioral economics intersects with goal-setting, purpose-driven action, and financial planning. Dr. Chaffin draws on cognitive, emotional, and financial dimensions to help individuals and organizations move from “scattered effort” to focused, meaningful achievement. (Dr. Charles Chaffin)
During the call we’ll dive into:
- How behavioral biases, motivation, and identity shape goal-setting and pursuit.
- Frameworks for advisors to engage clients around meaningful goals beyond traditional financial targets.
- Organizational implications: aligning culture, performance, and purpose through goal-based planning.
- Practical coaching tools and decision-making strategies that support resilience and fulfilment in client lives.
Whether you’re an advisor, planner, or leader interested in the behavioral side of goal-based outcomes, you’ll come away with insights you can put into practice right away.
Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: Psychology of Financial Planning
CFP Board CE Credit Hours: 0
Dr. Charles Chaffin
Dr. Charles Chaffin writes, consults, coaches, and teaches in FinancialPsychology, Goal-setting, and Organizational Learning.Dr. Chaffin identifiesthe factors that impact a client’s decision making as well as all factors thatimpact the client-advisor relationship. In one year, over 5,000 advisors and2,500 students from over 100 colleges and universities in 15 countries haveadopted the Psychology of Financial Planning Specialist™ program. As a coach, Dr. Chaffin coaches financialadvisors and executives to help them develop better strategies to engage humanbiases, behaviors, and perceptions. He is Professor of Practice at Iowa State University.
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