Course Overview

Description: In this engaging, informative session, psychologist and financial planner Carol Craigie shows you how to make it easier for clients to act by applying behavioral economic concepts to the financial planning process. Learn how to lead client meetings, improve your client communication skills, and much more.

Learning Objectives/Outcomes: After taking this course, participants will be able to: 

  1. Explain the critical behavioral economic concepts that impact each phase of the financial planning process. 
  2. Utilize confirmation skills to make sure clients understand how our recommendations will improve their lives. 
  3. List several common practices to avoid with clients that make it difficult for them to act.


Instructor: Carol Craigie

Principle Knowledge Topic: General Financial Planning Principles 

CFP® Credits: 1.5