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The Psychology of Money: Understanding Service Members’ Financial Decisions

Tue October 19th: 11:00 am-12:30 pm EDT


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About This Webinar:

Recognition of the impact of psychology on financial decisions is ever increasing, as is evidenced by the Certified Financial Planner (CFP®) Board’s recent decision to include components of psychology in the updated CFP® examination. This webinar will focus on behavioral finance and the impact of psychology on clients’ financial decisions, with an emphasis on building trust, being authentic with clients, and an introduction of communication essentials that can be applied directly in practice.


Photo of Dr. Mary Bell CarlsonDr. Mary Bell Carlson, CFP®, AFC® is a financial behavior expert and a well-known speaker and author. Currently serving as an adjunct faculty member for the financial planning programs at the University of Georgia and Texas Tech University, she also worked in both the military and government sectors for over a decade, helping improve her clients’ personal finances.  She founded ChiefFinancialMom.com, a personal finance education blog to help other busy moms, and is co-host of the Real Money, Real Experts Podcast.

Continuing Education (CE) Credit

This webinar has been submitted for Continuing Education (CE) credit to the Association for Financial Counseling & Planning Education (AFCPE) for Accredited Financial Counselors (AFC); the Center for Financial Certifications (FinCert) for Certified Personal Finance Counselors (CPFC); and the National Council on Family Relations for Certified Family Life Educators (CFLE).

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Cover Photo: Rodnae Productions / Pexels