Identifying investment goals is a critical step in developing sound investment plans that help investors succeed. When individuals are left to their own devices, however, they often fail to identify a substantial number of their own top goals.
Join Morningstar's Ryan Murphy and Samantha Lamas as they share their research on this phenomenon, new ways to help clients better understand themselves, an explanation of what drives them as investors (and people), and how you can develop tailored plans to serve their needs. Our findings are useful to advisors as they both grow their business and demonstrate their unique value in creating and delivering personalized advice.
*CE/CPE Eligible: 1 CE credit is available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1 CPE credit.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) 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.