Webinar

Behavioral Finance Biases

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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

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.

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