STOP making costly financial decision-making mistakes

Make better decisions to get more of what

you really want.

Behavioral Finance Course

- OR -


Get this course and all other CFO Perspective courses along with downloadable tools and access to Rob for only $290/year as part of a FAST membership.

FAST Member? Click here for instant access.

You may be asking yourself, why …

  • Am I losing profit and wasting money due to bad financial decisions?
  • Do projects constantly run late, over budget, and drive less profit?
  • Do my low-profit projects strain cash flow?
  • Do I struggle to terminate losing projects?
  • Do I waste money even with great deals?
  • Am I struggling to build savings?

It's time to STOP

Does this sound familiar? If so, it’s time to STOP yourself from making quick, emotional decisions by pausing long enough and allowing yourself to think clearly to reach a better decision. Overcome your destructive financial impulses by understanding common thinking mistakes.

With my Behavioral Finance course, you can avoid these costly financial decision-making mistakes. The course will help you to learn science-backed ideas to build profits and cash. The tricks and tactics I discuss during the course can help you drive more cash flow.

You'll get ideas to overcome errors that lead to poor cash flow

The Behavioral Finance Program will help you to learn about the thinking errors and biases that sabotage many financial decisions. With this course, you can see beyond the traditional finances’ assumptions and identify ways to improve your decision-making skills.

Some Sample Course Reviews

"Wow...a masterful overview of behavioral economics condensed down to 5 hours."

"This is the best behavioral finance course I've taken. The instructor was clear, concise, funny and used real world applications. I look forward to taking more of his courses."

"This course was amazing. I would definitely highly recommend this course to others."

Are you a CPA? Get CPE Credit for this course.

How Can Behavior Finance Help You?

Behavioral finance explains why people make irrational investment decisions. The purpose of behavioral finance is to help learn why people make poor financial choices and how those choices affect them.

Most traditional economic theories can't explain how people actually make financial decisions – and mistakes

All people, even financial experts, make irrational and poor financial decisions. We aren’t perfectly rational economic robots; we are easily driven by our desires and emotions while working with limited time, knowledge, and energy.

The course explores the thinking errors exhibited we all make (even the "experts"!). My Behavioral Finance course will help you identify the nonfinancial wants that drive the financial decisions of you, your clients, and your customers. Throughout this course, we will also discuss tricks and tactics to improve financial decision-making in the contexts of personal financial planning and business financial management.

What You'll Learn

  • Differences between traditional finance and behavioral finance so you can make better decisions
  • Ways to reduce thinking errors 
  • How people actually make financial decisions
  • A series of common financial mistakes and the tricks to avoid these
  • Tips to improve your personal and business financial decision-making

This course will lead you from foundational finance concepts to practical applications in both personal finance and business finance.

Join my course on Behavioral Finance to learn how to make good financial decisions while navigating the tides, currents, and storms of human emotions.

Some Sample Course Reviews

"The knowledge received from this class is something I truly believe will provide me with a competitive advantage in my profession and in dealing with people on a day-to-day basis."

"Wow! The complexity of the subject is important to understand in order to bring the lessons herein to life in your business or in conversations with your advisors. The details covered and the excellent narration of the materials is superb. I intend to revisit this course again within the next few months in order to continually refresh my understanding of Behavioral Finance"

"Very interesting and useful info! I found the class easy to listen to and enjoy and feel like I really got some different perspective and new information out it."

"This course is very interesting and unique. I enjoyed the deep dive into several biases and how they impact decisions, and how to try to overcome them."

"Awesome course!"

Course Outline

Section 1: Introduction

  • Welcome and Overview

Section 2: The Emergence of Behavioral Finance

  • Some Basics on Traditional Economics
  • The Emergence of Behavioral Finance

Section 3: How We Think

  • How We Think
  • Prospect Theory
  • Framing

Section 4: Biases and Heuristics

  • What are Biases and Heuristics?
  • Overconfidence
  • Confirmation Bias, Hindsight Bias, and Sunk Costs
  • Self-Attribution and Excessive Optimism
  • The Endowment Effect, Omission Bias, and Status Quo Bias
  • Familiarity Bias and In-Group Bias
  • Mental Accounting
  • Fairness
  • Anchoring and Adjustment
  • Disposition Effect
  • Representativeness
  • Emotions, Mood, and Affect
  • Market Observations and Anomalies

Section 5: Some Applications

  • Personal Financial Decisions: Investor Wants
  • Personal Financial Decisions: Behavioral Life-Cycle Planning
  • Personal Financial Decisions: Correcting Errors
  • Business Financial Decisions: Overview
  • Business Financial Decisions: Planning and Projects
  • Retirement Planning and Savings
  • Pricing

Section 6: Key Takeaways

  • Key Takeaways

STOP making costly financial decision-making mistakes

- OR -


Get this course and all other CFO Perspective courses along with downloadable tools and access to Rob for only $290/year as part of a FAST membership.

The Behavioral Finance course is one of the courses you get with a FAST membership.

FAST (Finance and Strategy Toolkit) is a membership program that gives you resources for better strategic financial management. You get all the CFO Perspective courses. Get direct access to me as well as tools for improved decisions that can lead to superior business performance.

 The right tools can save you time, reduce your stress, and improve your effectiveness.

FAST Member? Click here for instant access.

FAST Members: Click here to get instant access.

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