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Understanding Your Client’s Financial Personality
Course Information
Content Level: Intermediate
NAPFA Subject Area: J-Communications
Course Description

Behavioral finance is on the rise. And with the rise in fintech, it is becoming increasingly important to understand what behavioral finance is, how to identify your clients’ financial behaviors, and how to address your clients’ fears and needs through communication. Attend this webinar to learn the key financial personalities and how to identify and support your clients in an impactful way.

Learning Objectives
  1. Understand behavioral finance factors and communication styles, and how to use them
  2. Determine your clients’ financial personality types
  3. Learn how to manage couples with different personality styles

Jackie Mazur, CFP®, CDFA®, FBPS

Jackie Mazur, CFP®, CDFA®, FBPS™ is the founder of the Financial Behavior Institute™ and president of Guide My Finances. Since 2003, Mazur has worked with more than 500 clients in the financial service industry. This experience, combined with her work as an adjunct professor of finance, has cultivated her desire to teach others in the industry and help them grow their practices.

Availability: On-Demand
Expires on 12/31/2025
Initial Cost: Member: $39.00
Non-Member: $59.00
Additional Cost: CFP® CE Quiz: $10.00
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
Contains: 2 Courses
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