Course ID: PSYC

The Psychology of Planning

Most estate and financial planning programs tend to deal with tax techniques and number-crunching ideas. However, most of these programs neglected the human issues involved in the estate and financial planning process. This course provides the participant with a understanding of the psychological issues of planning.


LEARNING OBJECTIVES
  • To provide participants with an understanding of the “human” issues of estate and financial planning to supplement the participants technical advice.

MAJOR TOPICS
  • Why clients fail to initiate or complete an estate plan
  • Why clients fail to comprehend financial planning techniques
  • Issues involving minor children
  • Single parent issues
  • Issues of the non-traditional client
  • Issues involved in choosing the proper fiduciary

DESIGNED FOR
CPAs, financial planners, attorneys, insurance agents and bankers.

FIELD OF STUDY
Specialized Knowledge & Application
Taxes

PREREQUISITES
None

COURSE PRODUCER
Werner-Rocca Seminars LTD

CPE CREDITS
8.0

LEVEL
Basic

This course is available for your group as:

Group Live
 

Let's Roll!

To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.


Or, contact BLI: 888-481-3500 or learn@blionline.org