Behavioral Finance mini Course #1

Behavioral Finance Fundamentals for Financial Planners

Understand How Clients Actually Make Financial Decisions — and Use It to Improve Outcomes

Earn 3 CFP® CE Credits while mastering the behavioral foundations that drive real-world financial decision-making.

What You’ll Learn
Why traditional finance models often fail in real-world client behavior.
How biases like loss aversion, framing, and mental accounting impact decisions.
How to recognize behavioral patterns in your clients.
Practical ways to improve client communication and decision-making.

Course Lessons

About Dr. Bryan Foltice

Associate Professor of Finance at Butler University and Founder of Money Strong LLC.

Bryan developed the Money Strong framework through
years of teaching financial decision-making to
college students and working professionals.

His programs help participants build financial
confidence and implement practical money habits.
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