Understanding the Role of Behavioral Finance in Client Relationships: A Fireside Chat (1 CFP® CE Credit)​

Thursday, May 6 from 2:00 - 3:00 p.m. ET
Understanding your clients on a deeper, psychological level will lead to more open discussions that will ultimately allow financial advisors to build the best-possible plans and relationships. Join us for this fireside chat where an experienced industry professional will share strategies for getting to know your clients and their goals and aspirations better.

Dr. Joy E. Lere, Psy.D, Licensed Clinical Psychologist and Consultant

Joy Lere is a licensed clinical psychologist and behavioral finance consultant who practices where Freud meets finance. She has previously served as an Assistant Clinical Professor in Clinical Psychology at George Washington University and has held research and clinical positions with Penn Medicine Princeton Health, the Department of Defense, and Children's National Medical Center.

Required to receive CFP CE Credit
Can't make it to the live session?
Register anyway, and we'll send you the *recording.

*CE credit is not awarded for watching the replay.