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The Psychology of Money: Understanding a Client’s Financial Decisions
The Foundation for Financial Planning and the Financial Behavior Keynote Group have partnered together to present a series of webinar talks delving into the topic of financial behavior and wellbeing, and how advisors can use the field’s learnings during pro bono engagements to better connect with and impact their clients.

We hope that both financial advisors and nonprofit leaders can join us for this 60-minute webinar talk, “The Psychology of Money: Understanding a Client’s Financial Decisions” presented by Dr. Mary Bell Carlson, CFP®, AFC®, financial behavior expert, speaker and author.

Recognition of the impact of psychology on financial decisions is ever increasing, as is evidenced by the CFP Board’s recent decision to include components of psychology in the updated CFP® examination. This webinar will focus on the impact of psychology on clients’ financial decisions, with an emphasis on communication essentials that can be applied directly in practice.

Jan 18, 2023 01:00 PM in Eastern Time (US and Canada)

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Speakers

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

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