1 Hour CFP®, CIMA®, CPWA®, RMA®

BeFi at the Reins: Money in Motion Across the Lifespan 

Explore how behavioral finance can help you guide clients through emotional decisions and market volatility. Also, earn free CFP CE credits.

Whether harnessing youthful confidence, addressing middle-age risk aversion, or instructing the importance of legacy plans, this presentation will provide actionable insights to help you understand and adapt to your clients’ evolving financial priorities at every age and stage of life. 

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Free CE Course

Course Details

  • 3 Lessons
  • 1 Quiz
  • 60 Minutes
  • 1 CE Credit
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4-5

generations may be routinely alive at the same time  — financial advisors should be prepared for conversations covering cross-generational concerns.1

Course Curriculum

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1https://www.morningstar.com/views/blog/longevity-financial-planning