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22WS-0799: Surgent's Six Common Barriers to Investment Success (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Friday, September 30, 2022
9:00am - 11:00am Central Time
2 CPE (2 technical)

Many of us expect to use logic when it comes to how we allocate our investments. The adage of "buy low, sell high" is a saying that makes logical sense. So, why do we always seem to do the opposite? Every day we are faced with decisions, and we are often influenced by two seemingly opposing voices that come from two different parts of our brain. The frontal cortex processes lots of information to help us make logical and informed choices. But there's also a small part of the brain, known as the reflexive brain, that is responsible for emotions and survival instincts. Often, this reflexive brain can have a detrimental effect on the way we handle our investments. This course will discuss some behavioral biases that affect our financial decisions. As humans, we need to be aware of how our reflexive behavior impacts our investment decision-making ability. By uncovering and understanding these biases, we may have a better chance of meeting our long-term financial goals.

Major subjects

  • Availability bias
  • Herding
  • Loss aversion
  • Present bias
  • Anchoring
  • Home country bias

Learning objective(s)

  • Recognize the behavioral biases that may negatively affect financial decision-making
  • Overcome these biases so as to be better able to meet long-term financial goals

Who should take this program?

All practitioners and their clients

Fees

Our records indicate you are a nonmember. If you register, you will be charged $99.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $99.00
checkmark Standard Nonmember Fee $99.00

More program information

Location Online
Area
of study
Financial planning
Field(s)
of study
Economics - Technical (2.0)
Level Basic
Format Group Internet Based
Sponsor Surgent
NASBA ID#: 103212
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.