Self-study exam based on a thorough understanding of articles on the specific topics of: the financial planning process; client and planner attitudes, values, biases and behavioral finance; and principles of communication and counseling.
- Outline various behavioral finance interventions they can take to nudge clients toward better outcomes
- Illustrate how clients’ life stages and responsibilities may shape their concerns related to COVID-19 pandemic
- Explain how personal characteristics play a key role in shaping female investors’ decisions regarding hiring financial planning professionals
- Identify how to help affluent female clients maximize their financial satisfaction over the long term