| Price:
|
|
$350
(Book included) |
| Access:
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6 months |
| Application deadline: |
Open enrollment, same day access |
During recent times of turbulence, however, when rational financial models are
difficult for clients to relate to, behavioral finance has emerged in
prominence as a coherent way to explain the market and client behavior. This
course serves as an introduction to behavioral finance concepts, and how they
can be applied to individual investors so that the advisor can better
understand their clients. By using behavioral finance to understand the types
of client you are working with, you will be able to better manage client
expectations, work to fulfill them, and create a more rewarding client-advisor
relationship.
This course will take about 10 hours to complete. There are eight lessons, with
learning activities at the end of each lesson, and a final case study and exam
at the end. Printable study pages are included within each lesson for
additional study time.
What will you learn?
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An explanation of the difference between Standard Finance and Behavioral
Finance
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Differentiation between Behavioral Finance Micro and Macro
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How Behavioral Finance Micro is integrated closely with the wealth management
approach to effectively deal with clients
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The types of behavioral biases, and how to identify those biases
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Explanation of four behavioral investor types with study materials and
workbooks
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A systematic and repeatable approach to understanding the client's motivations,
irrational behaviors and expectations
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How to create optimal or best practical allocations for client portfolios by
incorporating behavioral investor typing into the allocation decision
Is this course for me?
This course is important for any financial advisor who wants to understand their
clients investment behavior and build great client relationships. This
includes those employed at large firms, small firms, and sole-practitioners in
a financial advisory business.
Looking for CE Credits?
The course is approved for CE credit by the Cetified Financial Planners Board of
Standards Inc. for CFP Certification holders and by the Investment Management
Consultants Association for CIMA holders. Those who complete the course
successfully are awarded 9 hours CE credit. The course is currently being
evaluated for CFA CE credits.
To learn more about these courses, please visit the program's
Course Outline & FAQ Sections.
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