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Course Details

Behavioral Finance Part 3: Application to Business and Personal Finance (Video) (Course Id 2486)

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Author : Rob Stephens, Founder of CFO Perspective, Adjunct Instructor Gonzaga University
Course Length : Pages: 11 ||| Review Questions: 3 ||| Final Exam Questions: 5
CPE Credits : 1.0
IRS Credits : 0
Price : $14.95
Passing Score : 70%
Course Type: Video - NASBA QAS - Text - NASBA Registry
Technical Designation: Technical
Primary Subject-Field Of Study:

Finance - Finance for Course Id 2486

Description :

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 is the first of a three-part course series on behavioral finance. The three parts are:

  • Part 1: Introduction and Financial Decision-Making
  • Part 2: Thinking Errors and Rules of Thumb
  • Part 3: Application to Business and Personal Finance

In this course, we'll identify ways to improve financial decision-making in the contexts of personal financial planning and business financial management. We’ll explore implications for personal finance, business financial decisions, retirement planning, and pricing.

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 is one of 3 courses (Behavioral Finance Part 1, 2, & 3) that contain the same content as my Behavioral Finance 5.0 credit Text and Video courses.  They may be considered duplicates if submitted for CPE credits in the same reporting period as either of the 5.0 credit Behavioral Finance CPE courses.

Usage Rank : 25000
Release : 2025
Version : 1.0
Prerequisites : You may wish to take Part 1 and 2 of this course series before this course, but you can also take this course without taking them.
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 : 13-Feb-2025
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 - NASBA Registry - 2486

Keywords : Finance, Behavioral, Finance, Part3, Application, Business, Personal, Finance, Video, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

Upon completion of this course, participants will be able to do the following:
  • Recognize common behavioral finance biases and heuristics
  • Identify ways to reduce thinking errors caused by biases and heuristics
  • Identify negative financial impacts of finance biases and heuristics

  • Course Contents :

    Chapter 1 - Behavioral Finance Part 3: Application to Business and Personal Finance

    Chapter 1 Review Questions

    Glossary/Index

    Click to go to: Finance CPE Courses | CPE Think
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