Description
Explains what is meant by the term “behavioral finance” and how emotions and behavior get in the way of long-term investment goals. Explores how client biases, along with other characteristics, affect investment decisions. Describes client profiling tactics used to uncover client biases, risk tolerance, and investment goals.
What You’ll Learn:
- Describe client emotions and behavior that get in the way of long-term investment goals
- Identify types of investor biases
- Apply client profiling tactics to uncover client biases, risk tolerance, and investment goals
