Unlock Behavioral Finance Strategies with IWI's Seminar in Toronto

Posted by Allison Edmondson, Director of Communications

Aug 29, 2018 3:00:00 PM

Denver, CO — August 29, 2018 — Learning how to create better outcomes for clients through an understanding of behavioral finance concepts and strategies is the goal of the Investments & Wealth Institute® (formerly IMCA) Behavioral Finance for Advisors seminar, Sept. 28 at the Four Seasons Hotel Toronto, Canada.

In an environment where technology and commoditization are playing a larger role in the advisor-client relationship, advisors not only must help their clients be on their best behavior, but must also recognize their own investment biases. In this one-day seminar, advisors will learn from top academics, practitioners, and industry experts how behavioral finance can influence client outcomes with sessions focusing on: 

  • How to Influence Decisions Through Choice Architecture - Katherine Milkman, Ph.D., associate professor, The Wharton School at the University of Pennsylvania

  • Improving Client (and Advisor) Behavior through Technology - Daniel P. Egan, director of behavioral finance and investments, Betterment

  • Money, Happiness, and Defining Success in Goals-Based Wealth Management - Brian Portnoy, CFA®, director of investments education Virtus Investment Partners

  • Applied Behavioral Finance - Michael Pompian, CFA®, CFP®, CAIA, founder and chief investment officer, Sunpointe Investments

  • Client Primacy: Inspiring Intentional Outcomes - David Richman, J.D., national director, Eaton Vance Advisor Institute

Advisors can earn up to five hours of Investment Industry Regulatory Organization of Canada professional development continuing education (CE) credit (pending approval) or up to six hours of Investments & Wealth Institute CE for Certified Investment Management Analyst®, Certified Private Wealth Advisor®, and Retirement Management Advisor® certificants.

Registration is now open for Behavioral Finance for Advisors. For detailed event information, visit the Behavioral Finance for Advisors event web page.   


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