New
Behavioral Finance Biases
If you have questions about this event, please call us at 952-831-2707.
Friday, May 29, 2026
Noon-1 p.m. Central
1 CPE (1 technical)
Course code: 26WX-1158
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If you have been a practitioner for any length of time, you know that there is often a difference between what clients should do and what they actually do. Have you ever wondered why that is? In this course, we will explore how we make decisions with less-than-perfect information. Through real-life examples and case studies, we will examine common behavioral biases and how to deal with them.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Major subjects
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Overview of biases and standard of living risk.
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Overview of difference between emotional and processing biases.
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Examples of various real life examples and case studies
Learning objectives
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Recall the difference between the rational economic person concept and behavioral economics.
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Recognize how common information processing and emotional biases affect client financial decisions.
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Identify how standard of living risk affects a practitioner's methods in dealing with behavioral biases
Who should take this program?
- CPAs and financial advisors who want to know more about basic behavioral finance biases exhibited by investors.
Pricing
|
Standard Member Fee |
$55.00
|
Standard Nonmember Fee |
$55.00
|
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If you have questions about this event, please call us at 952-831-2707.