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CFA Institute Webcast:Effectively Managing Workplace Conflict while Preserving Relationships

Event Description

Join Dr. Frank Murtha of MarketPsych LLC to learn key conflict resolution skills to help increase this important competency, whatever your area of investment practice or focus. MarketPsych LLC invites you to take their free and informative Investor Personality Test in preparation for this webinar.*
Nothing is more emotional to people than their money, and the volatility of the last four years has led to one of the most emotional investment environments ever seen. Whether it’s reactive clients or challenging colleagues/staff, the recent spate of financial crises has once again revealed in stark detail the necessity for financial advisers to possess strong conflict resolution skills. More than merely a way to reduce headaches, skills in conflict resolution are vital for investment professionals to manage relationships, retain clients, gather assets under management, and generally protect their businesses. 

*Similar to the Myers-Briggs Type Indicator, this assessment is non-judgmental (you can't score "high" or "low") and there are no right or wrong answers. The Investor Personality Test is based off of a valid and reliable personality test rooted in the "Five Factor" Model of Personality. With over 20,000 respondents, MarketPsych LLC has a vast database of results that they have matched to specific investing attitudes and behaviors. The assessment's purpose is to reveal insights and understanding into your preferences and tendencies as an investor. It is valuable prep work for this webinar, not only for these investing implications, but also for client relationship implications. The webinar will make references to the personality factors it contains. We think you will find it a valuable exercise well worth the 10-15 minutes it takes to complete the assessment. PLEASE NOTE:  In order to get your free report from MarketPsych LLC, you will need to register at the end of the assessment. Registration is free and confidential, and you will also receive a monthly newsletter from MarketPsych LLC.

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Education Topic


Start Time

3/29/2012 11:00 AM

End Time

3/29/2012 12:00 PM


Webcast at your desk!



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Webcast at your desk!



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Content Type: MyCFA Calendar
Created at 3/15/2012 10:51 AM by Dileep Jose - CFA461
Last modified at 3/15/2012 10:53 AM by Dileep Jose - CFA461