|Author :||Rob Stephens, Founder of CFO Perspective, Adjunct Instructor Gonzaga University|
|Course Length :||Pages: 29 ||| Review Questions: 20 ||| Final Exam Questions: 25|
|CPE Credits :||5.0|
|IRS Credits :||0|
|Passing Score :||70%|
|Course Type:||Video - NASBA QAS - Text - Technical - NASBA Registry|
|Primary Subject-Field Of Study:||
Finance - Finance for Course Id 2000
Behavioral finance has shown that all people, even financial experts, are prone to making irrational and suboptimal financial decisions. It also explores how people have wants that extend far beyond traditional finances' assumption of wanting the highest return at the lowest risk. We are not perfectly rational economic robots; we are easily driven by many wants and emotions while working with limited time, knowledge, and energy.
This course explores many of the thinking errors and biases exhibited by all people, even the experts. You'll be able to identify the nonfinancial wants that drive the financial decisions of your clients. We'll then identify ways to improve financial decision-making in the contexts of personal financial planning and business financial management.
You'll learn from an author that teaches these concepts to MBA students at a university as well as to business advisors and staff. He is a CPA that's been a CFO of multiple companies. Rob also has a master's degree in personal financial planning and a graduate certificate in financial therapy. He served as program manager for a group of investment advisors.
This course will lead you from foundational finance concepts to practical applications in both personal finance and business finance.
|Usage Rank :||0|
|Experience Level :||Overview|
|Additional Contents :||Complete, no additional material needed.|
|Additional Links :|
|Advance Preparation :||None.|
|Delivery Method :||QAS Self Study|
|Intended Participants :||Anyone needing Continuing Professional Education (CPE).|
|Revision Date :||24-Apr-2023|
|NASBA Course Declaration :||Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.|
|Approved Audience :||
Video - NASBA QAS - Text - Technical - NASBA Registry - 2000
|Keywords :||Finance, Behavioral, Finance, Introduction, Insights, Video, cpe, cpa, online course|
|Learning Objectives :||
Course Learning ObjectivesUpon completion of this course, participants will be able to do the following:
|Course Contents :||
Chapter 1 - Behavioral Finance: Introduction and Insights
Chapter 1 Review Questions