This course equips Certified Public Accountants with the knowledge and strategies needed to support clients during periods of stock market volatility. Participants will explore the emotional and psychological responses clients experience during downturns, including common behavioral biases that impact decision-making. The course emphasizes the CPA’s role in promoting rational, long-term thinking through effective communication, calm professionalism, and collaborative support. Learners will also examine best practices for setting professional boundaries and making appropriate referrals when client concerns extend beyond financial guidance. By the end, CPAs will be better prepared to serve as a steady, trusted voice during times of financial uncertainty.
This nano is available with
NO ADDITIONAL FEE if you have an active
all access membership or
nano membership or can be purchased for
$5.00!
| Instructor: | CPE Depot |
| Course No: | FIN-VOL-N10925 |
| Recommended CPE: | 0.20 |
| Delivery Method: | Nano Learning |
| Level of Knowledge: | Basic |
| Prerequisites: | None |
| Advanced Preparation: | None |
| Recommended Field of Study: | Nano Learning
Finance
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Learning Objectives
- Identify common emotional and cognitive patterns clients exhibit during periods of stock market volatility.
- Apply evidence-based communication and support strategies to help clients maintain financial discipline and perspective.