Accredited Behavioral Finance Professional Program | College for Financial Planning, a Kaplan Co.
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YouTubeKaplan Financial Education
Accredited Behavioral Finance Professional Program | College for Financial Planning, a Kaplan Co.
Behavioral finance continues to shape the financial services industry. Dr. Sara Stolberg Berkowicz, Associate Professor at the College for Financial Planning®—a Kaplan Company explains how understanding clients' motivations and behaviors can help client retention, acquisition and production and highlights what knowledge and tools financial ...
5.1K viewsAug 10, 2021
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