Please note: This course will expire on Wednesday, April 30, 2025 at 11:59 pm ET. Please complete the course AND submit credit before the deadline.
For licensing purposes, all CPE applies to the calendar year in which a course was taken and completed.
Save a copy of your Certificate of Completion for your records. Once submitted, your CPE hours will also reflect in your official CPE transcript.
If you have been a practitioner for any length of time, you know that there is often a difference between what clients should do and what they actually do. Have you ever wondered why that is? In this course, we will explore how we make decisions with less than perfect information. Through real-life examples and case studies, we will examine common behavioral biases and how to deal with them.
Event Level: Overview
Who Should Attend: CPAs and financial advisors who want to know more about basic behavioral finance biases exhibited by investors
Required Knowledge: Basic understanding of client financial needs
Advanced Preparation: Basic understanding of client financial needs
Vendor: Peters Professional Education
Speaker: Peters, David