Join us for a six (6) week opportunity to apply what we learn in reading this book and applying it to working with clients in personal finance. Helping clients with everyday financial decisions, savings on autopilot, planning for purchases and investment decisions. The book and research by Dan Ariely, Predictably Irrational explains the hidden forces that really drive how we make decisions, which are far less rational than we think, but can help us stay on top of our finances, interact better with others and live happier lives, once we know about them. Through this self study program financial professionals will have knowledge that will help them work with clients when it comes to the decisions they make.
Small group discussion will be 30 minutes, followed by an optional 15 minute open discussion per week for the six weeks. Make up times are available. It is preferred you attend 5 out of the 6 weeks.
HERE IS THE SCHEDULE June 5-July 12
· Week one – Chapter 1 - The Truth About Relativity; Chapter 2 - The Fallacy of Supply and Demand (54 pages)
· Week two - Chapter 3 - The Cost of Zero Cost; Chapter 4 - The Cost of Social Norms (48 pages)
· Week three - Chapter 5 - The Power of a Free Cookie; Chapter 7 - The Problem of Procrastination and Self-Control; Chapter 8 - The High Price of Ownership (60 pages) (not discussing Chapter 6 in small groups)
· Week four - Chapter 9 - Keeping Doors Open; Chapter 10 - The Effect of Expectations (42 pages)
· Week five - Chapter 11 - The Power of Price; Chapter 12 - The Cycle of Distrust and (44 pages)
· Week six - Chapter 13 - The Context of Our Character, Part 1; Chapter 14 - The Context of Our Character, Part 2; Chapter 15, Beer and Free Lunches (51 pages)
TRACKING EDUCATION
There will be a survey monkey link sent to you at the end of the first week. This will be used to track your participation and credit for continuing education or experience hours.
With an average of 7 pages per day for the six week schedule, participants will answer open ended questions, as well as grade multiple choice questions each week using your specific survey monkey link. In order to receive continuing education attendees will complete the multiple choice questions with 70% or higher grade.
AFC CEU - 7.5
ChFC CE - 7.5
CFP CE (Zeiders PFCs) - 7.5
AFC Candidates - 11.25 under training category, 15 credits under book review (up to 26.25 experience hours)