No matter what’s happening with interest rates or whether the market is up or down, behavioral finance affects us all—client and advisor alike. Understanding that we’re subject to the forces of behavioral finance and how to work with those forces to clients’ advantage can greatly enhance the advisor-client relationship.
Applied Behavioral Finance is designed to help advisors address common financial decisions that trip up investors. Featuring notable experts from leading business schools - like Dan Ariely, Andrew Lo, Tobias Moskowitz and Meir Statman - the program presents in-depth, thoughtful, and interesting research from the field today. Then, we’ll take it a step further and give you strategies and tactics to help you translate what you’ve learned to your own experience working with clients, including tips from notable practitioner and New York Times Bucks Blog columnist Carl Richards.
Continuing Education
The Applied Behavioral Finance course provides 20 hours of continuing education (CE) credit for CIMA, CPWA, and RMA certifications and CFP certification. Investments & Wealth Institute is a CFP Board CE Quality Partner. The Institute is registered with NASBA as a sponsor of continuing professional education. Please note that this is a course with a certificate of completion; successful completion of this course does not result in a professional designation or credential.