An increasing amount of information is available about behavioral finance, but how do you apply it to actually curb biases and improve investor decision-making? Learn practical tools and processes that can be implemented to improve investor behavior.
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.
Learn practical tools and processes that can be implemented to try to improve investor behavior. Consider behavioral outcomes when building portfolios, create greater client understanding, deepen client relationships, and improve competitive differentiation.
Speakers:
Phil Toews, CIMA®, CPWA®, CIS, CFP®
CEO and Co-portfolio Manager, Toews Asset Management
Eben Burr
Managing Director, Toews Asset Management
Dan Kullman
Director of Education and Training, Toews Asset Management
Julie Littlechild
Founder and CEO, Absolute Engagement
Included Recordings:
- What Level of Market Disruption Can Investors Tolerate?
- Behavioral Portfolio Theory
- Strategies for Managing Investor Behavior
Premier Continuing Education (CE):
- 3 hours of CE credit for CIMA®, CPWA®, and RMA® certifications
- Credit is automatically uploaded to your certification record(s) upon completion of the full program but can take up to 24 hours to be reflected
- One year from the date purchased