Financial Therapy

This seminar provides an overview of the emerging field of financial therapy, which is a combination of psychological treatment and techniques applied to financial health.

Objectives: Upon completion of this course participants should be able to:

1. Compare and contrast the difference between behavioral finance and financial therapy.
2. Understand the importance of this emerging field.
3. Recognize when these techniques would apply in their daily practice.

Instructional Delivery Method: Group Live

P. R. Field of Study: General

Pre-requisite: None

Advance Preparation: None

Level: Basic

Date: November 13, 2019

Registration: 8:15am - 9:00am                            Seminar: 9:00am - 12:00pm

Instructor: Dr. Kurt Schindler, Certified Financial Planner

Place: Colegio de CPA, Capital Center Building I, PH 2, Hato Rey

Materials: This course will be paperless and the materials will be distributed electronically. Download them through "Mi Perfil", on the Colegio's website, where will be available for seven days after the event. Electronic devices may be brought to the classroom to access the downloaded materials.

Electronic evaluation: Once you have registered your entry to this educational activity, you can quickly and easily access and complete the evaluation through "Mi Perfil". On our website "Home" page you will find detailed instructions for completing the form.

Notice: The Colegio de CPA reserves the right to substitute instructors and suspend a course due to insufficient enrollment or other causes beyond our control. We reserve the right to refuse admission. Space is limited. Registration is subject to the available slots. The tuition price for CPA applies to those who at the time of registration do not owe debts to the Colegio.

Créditos