These highly-rated sessions from the 2019 Behavioral Advisor Forum in San Francisco cover timely topics that will influence your clients' financial success and improve financial outcomes.
The expectation for advanced knowledge and professionalism is growing. Transform knowledge into value for you, your clients, and the industry with the latest from the nation's leading thought leaders and practitioners in behavioral finance with these highly rated sessions from the 2019 Behavioral Advisor Forum.
Included Content:
-Biology, Complexity, and the Benefits of Bias | Gregory La Blanc | 1 hour
-The Paradox of Choice: Why More Isn't Always Better than Less | Barry Schwartz | 1 hour
-Gender Diversity in Investment Management | Meredith Jones | 1 hour
-Creating a Robust Plan for Emotional Investors | Jay Mooreland | 1 hour
Continuing Education (CE) Credit:
-4 hours of CE credit for CIMA®, CPWA®, and RMA® certifications
-Learners must watch each presentation for the required 50-minute minimum; credit is awarded at one time, upon completion of the full program
-Credit is uploaded automatically to your certification record(s) but can take up to 24 hours to be reflected
Expiration:
This program is available for online viewing for one year from the registration date.