Using Client Biases for their Best Interest
Boost Your Client's Behavioral Finance outcomes and reduce out-of-pocket costs - CE Credit Available
Tuesday, April, 2 • ET • 75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors

Dr. Matt J. Goren, CFP®
Product Vice President - Financial Planning Education Cerefi
What You'll Learn
Cognitive and emotional biases are deviations from rationality. Almost all discussions of biases in financial planning focus on how to reduce or eliminate them; to be rational decision-makers. Despite these efforts, most people most of the time make biased decisions – even highly motivated,…