For decades the financial industry has focused on reducing investment volatility but has ignored the problem of investor behavior volatility. Many risks are known and understood by financial advisors, but this presentation will help advisors tackle the risks of investors bailing on their investment strategy by teaching them how to create and deliver a tailored strategy that accounts for the irrationality of the investor. The goal is to improve investor adherence to their financial plan.

Speaker:

Jay Mooreland
The Behavioral Finance Network

Premier Continuing Education (CE):

- 1 hour 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