• Behavioral Finance and the Emotions of Investing Program

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  • Know, Feel, Understand your Client Motivations

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  • BFEI is the Key to Unlock your Career Potential

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Build Client Trust

The online Behavioral Finance and the Emotions of Investing Program provides the knowledge and tools required to build a high level of client trust by unlocking the intangible, yet critical assets of investor emotions and motivations that drive client behavior and impact investment decisions.

Tuition $1295
Program Duration 3 months
Application Deadline Open enrollment, same day access

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What Will You Learn?

The study and application of this program will explain how to use the disciplines of Behavioral Finance and Emotional Intelligence to work more effectively with clients. This program will focus on the "what and how" of these disciplines and show you ways to apply this knowledge to your wealth management practice for greater levels of success. It will drive you to:

  • How to identify and respond to 20 behavioral biases in ourselves and in investors
  • 4 common behavioral investor types and their effect on (investor) behavior, wealth accumulation and preservation
  • The difference betweeen emotional and cognitive intelligence and the role emotions play in the investing process
  • Your own Emotional Intelligence results and how to apply them
  • The skills of perceiving, using, understanding and managing emotions at all phases of the investment process

Is This Program for Me?

As a financial professional, you are working within one of the most emotional aspects of people's lives- their money. 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. More specifically:

  • Financial planners
  • Investment advisors
  • Portfolio Managers
  • Insurance professionals
  • Accountants
  • Wholesalers
  • National account managers