David Booth on “Stay Calm”: Principles from Life and Investing

1 CE Credit | 52 minutes

Life, Invested focuses on connecting investment principles to real-world financial decisions. This course explores how advisors can use that lens to help clients navigate uncertainty, tune out the noise, and stay focused on long-term planning and disciplined decision-making. Advisors will learn to translate complex investment concepts into clear, relatable guidance that helps clients remain invested, reduce anxiety, and make more confident decisions. By emphasizing planning over prediction and connecting investing to real-life experiences, advisors can reshape the investment conversation and shift their clients’ mindset around investing and markets.

Learning Objectives

1. Understand the principles of Life, Invested and their origin.
2. Explain why predicting market outcomes is unreliable and how uncertainty impacts investor decision-making.
3. Describe how a structured planning approach can help investors navigate uncertainty and support long-term outcomes.
4. Evaluate the role of financial advisors in guiding client behavior and helping investors stay disciplined through changing market conditions.
5. Apply communication techniques that connect investment principles to real-world financial decisions, helping clients build confidence and remain focused on long-term goals.

To earn a credit, review the video/materials and take the exam by clicking below.

For more information about the book, please visit staycalminvesting.com.