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You're a Financial Planner...Now What? Episode #244 Rational and Impactful Goals

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Self-study exam based on Episode #244 of the podcast, "You're a Financial Planner...Now What?" This episode features Samantha Lamas, a behavioral researcher at Morningstar Investment Management, and Ryan Murphy, Ph.D., Morningstar’s head of Decision Sciences. They spoke with Hannah Moore, CFP®, about their award-winning research and the tool they developed to help financial planning professionals create a clear plan for their clients’ goals, so they can make advised and rational decisions.

  • How cognitive blind spots make all humans emotional investors
  • Why it’s so hard for clients to tell you their biggest financial goals
  • Why you should care about cognitive bias
  • How to build more powerful, actionable, and meaningful investment plans for your clients
  • The three steps to help clients identify their true goals

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You're a Financial Planner...Now What? Exam: Episode #244
5 Questions  |  2 attempts  |  4/5 points to pass
5 Questions  |  2 attempts  |  4/5 points to pass
Certificate of Completion
0.5 CFP CE credits  |  Certificate available
0.5 CFP CE credits  |  Certificate available