An ever-increasing amount of information is available about behavioral finance, and there’s abundant evidence of the average investor’s poor ability to navigate markets. Yet, the advisory community has produced limited guidance for advisors who wish to curb biases and improve investor decision-making.This series distills practical tools and processes that can be implemented to try to improve investor behavior.
Moderated by Tony Davidow CIMA®, Chair of the Editorial Advisory Board at the Investments & Wealth Institute, the series includes discussion of the survey results by Julie Littlechild of Absolute Engagement, with implications on portfolio and behavioral guidance examined by Phil “Felipe” Toews, Eben Burr, and Dan Kullman of Toews' Behavioral Investing Institute.
Bridging the gap between inspiration and implementation
An ever-increasing amount of information is available about behavioral finance, and there’s abundant evidence of the average investor’s poor ability to navigate markets. Yet, the advisory community has produced limited guidance for advisors who wish to curb biases and improve investor decision making.
This series distills practical tools and processes that can be implemented to try to improve investor behavior. This series will train advisors to consider behavioral outcomes when building portfolios, create greater client understanding, deepen client relationships, and improve competitive differentiation.
Included Sessions:
- What Level of Market Disruption Can Investors Tolerate? | Julie Littlechild & Phil Toews | 1 CE credit
- Behavioral Portfolio Theory | Phil Toews & Dan Kullman | 1 CE credit
- Strategies for Managing Investor Behavior | Dan Kullman & Eben Burr | 1 CE credit
Continuing Education (CE) Credit:
- 3 hours of CE credit for CIMA®, CPWA®, and RMA® certifications
- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected
This program is available for online viewing for one year from the date purchased.
Special Thanks:
