Product Questions
What is Behavioral Finance?
Behavioral Finance is, at its core, the application of psychology to understand human behavior in finance or investing. When rational financial models are difficult for clients to relate to, behavioral finance has emerged in prominence as a coherent way to explain the market and client behavior. By using behavioral finance to understand the types of client you are working with, you will be able to better manage client expectations, work to fulfill them, and create a more rewarding client-advisor relationship.
How does the program work?
All you need is a computer and an Internet connection. First, visit the
Behavioral Finance
Program enrollment page
and sign up by creating your account. You will receive an e-mail confirmation
within a few minutes. Next log on access the premium materials you have
purchased. The book is shipped within 2-3 business days.
How long can I access the course?
The program is accessible for six months from date of purchase. Students have unlimited 24-7 access. You can access the online course from any computer in the world with Internet connection. We recommend broadband internet connectivity.
Will I receive Continuing Education Credits (CE) from this program?
Yes! The course is approved for CE credit by the Certified Financial Planners Board of Standards Inc. for CFP® certification holders and by the Investment Management Consultants Association for CIMA holders. Those who complete the course successfully are awarded 9 hours CE credit. The course is currently being evaluated for CFA CE credits.
Can I print the material to take it with me?
The program is online and not meant to be printed. You can carry the book when traveling.
Registration & Billing
How do I register for the program?
Registration is online; please visit the main Behavioral Finance Program page and follow the link to enrollment options. If you
have any questions, please contact an Enrollment Advisor at 1-800-329-4996.
How much does the program cost?
You can buy the online program with the book for $350.
Is the program refundable?
The purchase is final and no refunds are granted after enrollment.
What are my payment options?
We accept American Express, MasterCard, Visa.
Do you accept International students?
Yes, we do with the exception of Canada. All payments have to be made in US dollars using a credit card. We do not ship books internationally.
I forgot my password, what can I do?
Click here and
enter the e-mail address you used at registration. Your password will be
e-mailed to you in just a few minutes.
I don't remember which email I used to register.
Please call our Customer Support team for assistance at 1-800-329-4996.
Who should I contact for billing questions?
You can access all of your billing information by clicking the "My Account"
link in the upper right hand corner of the student home page. Our billing
support team is available via phone, 1-800-329-4996. Or, you can fill out our
customer request form online.
Technical Support & Troubleshooting
What type of software do I need?
- All you need is a computer and Internet access;
- 56k modem with a dial-up connection and higher;
- Microsoft Internet Explorer 5.0 and higher or Netscape Navigator 6.2 and higher or Firefox 1.0 and higher;
- Macromedia Flash 6.0 and higher.
Can I access the program with a Macintosh?
Yes, you can use a Macintosh to access the website. You will need to access the
information using a Netscape browser.
Who can I contact for technical support?
Have questions? Problems launching a course or a module? These problems are
easily remedied by our online customer support center. Our qualified
specialists will answer questions and provide you with the technical support
you need. Live tech support is available via phone, 1-800-329-4996, Monday -
Friday 8:00-5:00. Or, you can fill out our customer request form online
customer request form online.
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