Behavioral Finance: Why Do We Do the Things We Do

Behavioral Finance: Why Do We Do the Things We Do

Overall Rating: 4.9 / 5

Behavioral Finance: Why Do We Do the Things We Do – Michael Wilson

We all know there are certain things we should do, like eat right, exercise, get plenty of sleep, etc. 

The same is true for retirement saving: we all know we should be saving now for an unknown period of time in retirement.

Multiple studies and surveys have indicated how woefully inadequate average retirement savings are. But head knowledge doesn’t always translate into action, into current behavior. What’s the disconnect? Why aren’t knowledge and education enough to move us to do the “right thing” now?

This webinar will examine several behavioral mental traps, or biases, that can help (or hinder) our ability to save for retirement, as well as suggest ideas for putting these biases to work in a positive way.

In "Behavioral Finance" by Michael Wilson, you will:

  1. Learn to identify several behavioral biases;
  2. Understand how the “old” versus “new” brain impacts decision making;
  3. Discover how positive psychology can impact financial wellness;
  4. Review a brief list of resources for additional insights/learning about behavioral finance. 

This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

Your presenter is Michael Wilson, CFP®, CRC®, MBA,
Integrity Financial Planning.

Michel Wilson CFP®, CRC®, MBA, Integrity Financial Planning


Meet Michael Wilson, CFP®, CRC®, MBA, Integrity Financial Planning

Retirement planning

Mike Wilson is the owner and founder of Integrity Financial Planning, which specializes in personal retirement planning. 

Retirement planning thought leadership and expertise

In one form or another, Mike has been in the training and financial services industry for 30 years. He earned his MBA in Finance from Baylor University and is a Certified Financial Planer®, Certified Retirement Counselor® and a Retirement Income Certified Professional®.

Invest in Your Retirement Expertise.

1 hr CFP®, CRC®, and other CE Credit Reporting

We are a CE Sponsor with the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).

We will report your CFP® and/or CRC® credit (no additional reporting fee). Please add your ID at checkout. You are responsible for reporting all other certification CE credit.

Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.

Retirement CE Sponsor with the CFP Board of Standards

Do you need more than three hours of CE?

Then become a Subscriber!  Just notify us that you want to become a subscriber within 10 days of course purchase to apply the cost of your individual cost to a new subscription.

Not familiar with on-demand courses?
We help you be sure you’re comfortable navigating our on-demand system. Just contact customer service by email anytime or by phone at 847.686.0440 x105 during eastern time regular business hours.

Your satisfaction is guaranteed. We know you will be pleased with your purchase of any of our courses or subscription products. If, however, you are not completely satisfied, just notify us within 30 days of your purchase to receive a full refund of your fee.

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