The Hidden Code of End-of-Life Decisions

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This presentation explores the newest behavioral science that describes the emotional response to one’s own death, also known as personal mortality salience. Dr. Michael Finke, in an interview with Dr. Russell James of Texas Tech University, discusses common responses and how financial advisors can help guide clients toward better decisions and planning to build a legacy.

​Learning Objectives

Upon successful completion of this course, you will confidently be able to:​

• Discuss the behavioral theories related to personal mortality salience.
• Identify the two common responses to acknowledgement of one’s own mortality.
• Develop communication strategies to help clients make better decisions and develop a legacy plan.

Presenter

Michael Finke, PhD, CFP^®

CFP^® CE Credit

This content is eligible for one and a half hours of CFP^® continuing education (CE) credit.

If you hold the CFP^® mark and would like to receive CFP Board CE credit for this content, please ensure your CFP^® ID number is entered here.

The College’s Professional Recertification Program (PRP)

This content is eligible for one and a half hours of PRP continuing education credit.

To begin, click on the button below. As you move through the content, make sure to mark each page complete by clicking on the appropriate button, and then click Next Lesson at the bottom of each page. Once you complete the entire activity, the progress bar will show 100%.

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