Applied Behavioral Finance

$135.00

SKU: 12099-2 Category: Tag:

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

Additional information

Audience

Client-facing relationship managers (wealth advisors, fiduciary advisors, portfolio managers, bankers, planners) who want to raise their client engagement acumen.

Length

Approximately 54 mins

Member Price

135.00

Non-Member Price

185.00

Course Code

ABA

Course Number

ABA

Location

Onine Self-Paced

Vendor

ABA

Day

Online

Credits

1.25 CTFA

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