Behavioral Finance Part 1 - Webinar
This live webinar will broadcast in two parts. The first part will broadcast on June 28th and the second part will broadcast on July 5th.

Behavioral finance has shown that all people, even financial experts, are prone to making irrational and suboptimal financial decisions. It also explores how people have wants that extend far beyond traditional finances' assumption of wanting the highest return at the lowest risk. We are not perfectly rational economic robots; we are easily driven by many wants and emotions while working with limited time, knowledge, and energy.

This course explores many of the thinking errors and biases exhibited by all people, even the experts. You'll be able to identify the nonfinancial wants that drive the financial decisions of your clients. We'll then identify ways to improve financial decision-making in the contexts of personal financial planning and business financial management.

You'll learn from an author that teaches these concepts to MBA students at a university as well as to business advisors and staff. He is a CPA that's been a CFO of multiple companies. Rob also has a master's degree in personal financial planning and a graduate certificate in financial therapy. He served as program manager for a group of investment advisors.

This course will lead you from foundational finance concepts to practical applications in both personal finance and business finance.



This webinar is available with NO ADDITIONAL FEE if you have an active all access membership or webinar membership or can be purchased for $20.00!

Instructor:Rob Stephens
Course No:FIN-BEHAV1-G90022
Recommended CPE:2.00
Delivery Method:Group Internet Based - Webinar
Date Offered:4/8/2025 10:00 AM - 12:00 PM
Level of Knowledge:Basic
Prerequisites:None
Advanced Preparation:None
Registration Requirements:Registration with GoToWebinar is required
Recommended Field of Study:Webinars - Group
Finance
  
Learning Objectives
  • Explore ways to assess current and projected cash flows
  • Discover methods to increase cash flow and reduce dips in cash flow
  • Identify sources of cash for businesses

CPE Depot Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Sponsor Number: 109423

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