September 25 2018 - FPA Webinar - The Overdue Marriage of Goals-Based Advice & Behavioral Economics
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9/25/2018
When: September 25, 2018
2 to 3:00 pm ET
Where: United States

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FPA Webinar: The Overdue Marriage of Goals-Based Advice and Behavioral Economics

 

PLEASE NOTE THAT CE CREDIT IS ONLY AVAILABLE FOR THE LIVE PRESENTATION

The simple but often overlooked question in goals-based planning is how do planners come to know the absolute and relative importance of our clients’ goals. In the second of his Inside Client Behavior series focusing on applied behavioral economics, Professor Shachar Kariv will identify ways to evolve goals-based planning by introducing scientific methods of client understanding. Kariv will cover relevant concepts from multiple Nobel prize winning economists, explaining how behavioral economics can elegantly address the core question of what is important to clients.

 
Course Objectives
* Learn how clients make trade-offs across their goals.
* Integrate scientifically proven behavioral economics practices into their goal-based planning methods.
* Understand the relevant concepts from the work of Nobel prize winners Paul Samuelson, Angus Deaton, Daniel Kahneman and Vernon Smith.

 

Credit Information: FPA: 1 hour CFP CE

Event Information

Start Time: September 25, 2018 - 2:00 PM Eastern

Estimated Length: 1 hour

FPA Member Price: Free
Non-Member Price: $49.00

 

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