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The Behavioral Wealth Advisor Webinar

Becoming a Behavioral Wealth Advisor goes beyond reactive coaching. It means taking a proactive approach to wealth management designed to build confidence and minimize behavioral triggers and biases that can destroy wealth.

To get CIMA/CFP CE Credit

  1. View The Behavioral Wealth Advisor webinar
  2. Take the Quiz and score 70% or higher.

 Presented by C. Thomas Howard, PhD, AthenaInvest's CEO and Director of Research.

  • Learn what it takes to be a differentiated Behavioral Wealth Advisor.
  • Understand the components of a behavioral advice model.
  • Minimize clients' behavioral mistakes and increase confidence in their financial life.
  • Reframe risk and understand how it is managed through a needs-based planning approach.
  • Recognize common behavioral biases, how they work and how they can be mitigated.

Contact

AthenaInvest Advisors LLC
5340 South Quebec Street, Suite 365-N
Greenwood Village, CO 80111

Phone:   (877) 430-5675
Fax:        (303) 721-6294
Email:     support@athenainvest.com