Open Webinar: Money Personalities

When:  Jan 7, 2013 from 02:00 PM to 03:00 PM (ET)

Have you ever wondered why a certain prospect did not become a client even though it was clearly in his or her best interest?   Do you struggle with how to help your clients stop fighting about money?  Your answer may be learning about Money Personalities as outlined in Bert Whitehead’s book Why Smart People do Stupid Things with Money.  Join Ross Schmidt as we explore this important concept and how to apply it to your real world situations.

Earn as much as 1.0 CPE in Communications from NASBA
CFP CE acceptance is pending.

Click HERE to register.  Registration is required.  Connection information for the webinar is available on the last page of the registration process.

This free group internet based webinar is a beginning level presentation.

Prerequisites:
None

Advanced Preparation:
None

Learning Objectives:
  • Understand each of the basic personalities and how their belief system will impact their money choices
  • Understand how to help each personality type make changes in their beliefs and choices that effect their financial lives
  • Learn what motivates each personality type to seek the services of a financial planner


For more information please contact Joy McShane Oyler

 

If you have a complaint about this or any other ACA sponsored CE presentation, please contact Cathy Stegmaier, Executive Director or Rosanna Norwood, Executive Assistant.

ACA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education of the national Registry of CPE Sponsors.  State boards have the final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be submitted to the national Registry of CPE Sponsors through its website: www.learning market.org


Contact

Joy Oyler
888-834-6333 ext 705
joyo@acaplanners.org