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 we discuss during the course will help you drive more cash flow.

"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." - Julia Kramer

At the End of this Course, You'll Be Able To:

  • Make smart personal and business financial decisions for greater success
  • Avoid making mistakes due to biases and heuristics, so you save yourself precious time
  • Improve the cash flow and profit margin to get to your goals
  • Take the steps toward your path to success!

I will help you 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 are holding you back from SUCCESS. With this course, you can see beyond the traditional finances’ assumptions and identify ways to improve your decision-making skills.

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

"Very well explained course material; no special previous understanding of finance and accounting matters is needed to learn many valuable ideas from this course."
 - Warren Parker

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 has been designed to make you explore 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 and save yourself precious time
  • How people actually make financial decisions so you can make more profit
  • A series of common financial mistakes and the tricks to avoid these
  • Tips to improve your personal and business financial decision-making so you can have more success in your business!

This course will lead you from foundational finance concepts to practical applications in both personal finance and business finance so that you can achieve your goals!

Join my course on Behavioral Finance & learn how to navigate in the tides, currents, and storms of human emotions to improve your personal and business financial health.

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

"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." - Adrienne Simmons

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.

Get all the courses plus more in one package. FAST (Finance and Strategy Toolkit) is the membership program that gives you the resources for better strategic financial management. Get direct access to me as well tools for improved decisions that lead to superior business performance.

 The right tools 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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