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The Psychology of Advice
Join us the day before Congress for a workshop and networking event exclusively for CFP® professionals, exploring the Psychology of Advice, with 3 hours CPD.
The CFP Certification program is evolving to include a new knowledge domain: the psychology of financial planning. This session will explore new material that will be released globally at the end of the calendar year via a new text-book: Psychology in Practice: Financial Planner Essentials. Be among the first in Australia to workshop the concepts.
This ground-breaking book explores how psychology, counselling, coaching and therapy integrate within the financial planning process and enhance the role of a financial planner. Behavioural finance is a growing area, but content to date has largely focused on the intersection of psychology and financial behaviour, Psychology in Practice: Financial Planner Essentials goes beyond this to explore new research in the psychology of financial planning. Published by the Financial Planning Standards Board Ltd. (FPSB), the content provides insights based on the financial planning process and demonstrates the practical application of this knowledge.
This exclusive workshop, for Australian CFP Professionals, is facilitated by one of the Australian authors of the book and provides a first-hand introduction to the common biases and heuristics seen in financial advice client behaviours. Attendees will come away with a deeper understanding of the client decision-making process as they examine processes that enable financial planning professionals to successfully guide clients through the financial advice journey. Participants will be challenged to consider their own biases and how they can impact the financial planning process. This session is accredited for 3 hours of CPD.
Please note that access to this exclusive session is limited to CFP® professionals, FChFP members enrolled in the CFP® Certification Program, and individuals currently enrolled in the CFP® Certification Program.
Date
Tuesday 26 November | 2:00pm-6:30pm
Location
Novotel Southbank, Brisbane
Agenda
- 2:00pm - 2:15pm
- Arrival & Registration
- 2:15pm - 5:45pm
- Workshop
- 5:45pm - 6:30pm
- Networking & Canapes
Cost
$75pp (inc. GST)
This session is not included in your FAAA Congress registration
Facilitated by Dr Paul Moran CFP®
Paul has been both a lecturer and practitioner since 1995. He was a long-term member of the Professional Designations Committee of the Financial Advice Association of Australia and is also a current member of the Academic Advisory Panel of the FPSB. He has co-authored a number of CFP Certification textbooks.
He holds a Bachelor of Applied Science, Diploma of Financial Planning, Master of Business Administration and Master of Taxation and Financial Planning. In 2021 Paul completed a Doctoral Thesis titled: Do Investor Beliefs About Asset Returns Produce Rational Financial Behaviours?
Paul has won numerous awards including Australian Financial Planner of the Year in 2004. While still a practicing Financial Planner, Paul is also founder and CEO of iFactFind – a secure, digital data collection tool available for advisers and their clients.
Who will be joined by Meghaan Lurtz, Ph.D., FBS™
Dr. Meghaan Lurtz is a leading global expert on the psychology of financial planning and head of learning and development at Shaping Wealth, a learning platform for financial professionals. A dedicated educator, she is a Professor of Practice at Kansas State University teaching in the Advanced Financial Planning and Financial Therapy Certificate Programs.
She is also a lecturer at Columbia University, where she teaches Financial Psychology. She currently serves on multiple financial technology boards bringing together finances and mental health. She is an active researcher, writer and an ongoing contributor to the Kitces platform, writing about the intersection of money, advice, and wellbeing.
