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CE Credit Session: Fighting Inherent Biases to Escalate the Building of Wealth Among Women

Register for a peer-to-peer CE Credit 1-Hour H65 Class on Client and Planner Attitudes, Values and Biases given by our Savvy Ladies Helpline Volunteers Carrie Rattle and Leela Varadharajan. CE Credits are free for all volunteers!

The course will focus on CFPs working with women as clients. Money psychology, including money beliefs and behavioral finance as a subset of psychology, will be discussed. Cultural and religious diversity will be lightly addressed in terms of influence on women as they participate in financial planning while traditional gender risk will be described and challenged.

Learning Objectives:

- Differentiate core money psychology, behavioral finance principles, and risk principles that can affect how women handle their financial situation.
- Identify your own biases, attitudes, and values to understand how you can impact and affect interpretation of your female client’s needs in the financial planning process.
- How to improve diversity, equity and inclusion by understanding how religion, culture, background, personal situation and social norms affect female client biases, attitudes and values.

May 27, 2022 03:30 PM in Eastern Time (US and Canada)