25.9.12
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Wharton Behavioral Finance for Private Clients Program

Holders of this badge for the Wharton Behavioral Finance for Private Clients Program have obtained tools to help develop a more effective client-centered practice by drawing heavily on advances in psychology, behavioral finance, evidence-based decision making ,and the human sciences. From this Custom experience, they can better understand the biases, behaviors, and perceptions that impact client decision making and financial well-being.

Skills / Knowledge

  • Behavioral Finance
  • Client Needs Assessment
  • Client Psychology
  • Decision Making

Issued on

May 5, 2025

Expires on

Does not expire