CSR 48100: Ethics And Behaviors In Financial Planning

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As research in behavioral finance makes increasingly clear, understanding the psychology of financial behaviors is a critical skill for financial planners. Simultaneously, understanding ethical challenges to financial planners' own behaviors, and complying with new and ever more complex regulations, is a key requirement of successful and relevant financial planning and advice-giving. The course will enable students to be better financial planners by reviewing rules of behaviors for financial planners, improving students' capacity to provide fiduciary advice, and enhance their ability to integrate psychological insights into customers' financial behavior throughout the financial planning process.

Course CSR 481 from Purdue University - West Lafayette.