Advisor education that changes the conversation
The Center for Outcomes aims to help financial advisors expand their value beyond investment management and strengthen the advisor-client relationship through conversations centered around outcomes.
Participate in our 2020 continuing education programs to learn how to elevate your business value to clients and obtain one credit hour toward your yearly CFP continuing education requirement.
Applied Behavioral Finance course objectives:
- Learn to recognize behavioral biases in clients
- Apply behavioral finance techniques when advising clients
- Brand and position yourself as a behavioral coach