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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

  • Overview of biases and standard of living risk.
  • Overview of difference between emotional and processing biases.
  • Examples of various real life examples and case studies

Learning objectives

  • Recall the difference between the rational economic person concept and behavioral economics.
  • Recognize how common information processing and emotional biases affect client financial decisions.
  • 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
checkmark Standard Nonmember Fee $55.00
Our records indicate you are a nonmember. If you register, you will be charged $55.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

More program information

Instructor David Peters, CPA, CFP, CLU, CPCU, MST, MBA
Location Online
Area
of study
Practice management
Field(s)
of study
Finance - Technical (1.0)
Level Overview
Format Group Internet Based
Sponsor CPA Crossings, LLC
NASBA ID#: 108744
Prerequisites Prereq. Basic understanding of client financial needs
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
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If you have questions about this event, please call us at 952-831-2707.