Bubbles and Market Crises 

Format: On-Demand Recording
Track: Behavioral Finance
Premier CE: 2 credits for CIMA®, CPWA®, and RMA® certifications
CFP Credit: No
Cost: $149, or complimentary with Elite benefits 

Behavioral Investing Institute and the Investments & Wealth Institute recently conducted a study on how bubbles and market crises are perceived by both advisors and investors.
Read the full description below.


REGISTRATION & FEES (USD)
$149
$111.75 with Signature benefits
Complimentary with Elite benefits

 



This product is eligible to be claimed with an Elite benefits package

CONTINUING EDUCATION

Learners must watch the program in its entirety to earn continuing education (CE) credit. The following entities have accepted it for CE credit:

Investments & Wealth Institute®

  • 2 hours of CE credit for CIMA®, CPWA®, and RMA® certifications
  • Audit-proof, Premier CE
  • Automatically uploaded to your certification record(s) upon completion (may take up to 24 hours to be reflected)
EXPIRATION

One year from the date purchased.

ACCESS INSTRUCTIONS

Upon successful registration, learners will receive two emails: one including a transactional receipt and a second including navigation instructions for accessing the content. Access instructions are also included below:

  1. Log in to the Investments & Wealth Institute website, and click "Dashboard" in the upper right corner.
  2. From the Dashboard, click the "My Online Learning Center" link in the left navigation.
  3. Once re-directed to the Online Learning Center platform, your content is located under the heading My Courses on the main page. Alternatively, you can find it in the My Learning tab across the top navigation.

Please monitor your inbox and spam folders for these communications or contact the education department at education@i-w.org for assistance.

Bubbles and Market Crises


Behavioral Investing Institute and the Investments & Wealth Institute recently conducted a study on how bubbles and market crises are perceived by both advisors and investors. The investigation brought forth the depth of client temptations, fears of market declines, and understanding of their portfolios, as well as the advisor's perception of what their clients think of them. In the second half of the two-part series, understand how advisors can use this data to potentially improve relationships, planning, and ultimately long-term outcomes for clients. Create a path forward that focuses on your client's needs and perceptions.


Featured Speakers

 

Phillip ToewsAvi Sharon
Chief Executive Officer, Portfolio Manager, Toews Asset Management


Phillip Toews is the Chief Executive Officer of the Toews Corporation and a Portfolio Manager of Toews. His management strategies focus on creating “investor-friendly” products designed to meet investors’ economic and behavioral needs. In addition, Phillip is the Behavioral Investing Institute founder, an organization devoted to helping advisors manage investor behavior through market challenges.
 


Eben BurrAvi Sharon
President, Toews Asset Management
 

Eben Burr is the President of Toews Asset Management, where he helps oversee the culture and direction of the firm, which specializes in creating strategies designed with the clients' financial and emotional wellbeing in mind. As the President of the Behavioral Investing Institute, he trains advisors to integrate relational, cognitive, and emotional elements with personal finance to build better plans and stronger bonds. Eben advocates bringing behavioral psychology, introspection, and empathy into portfolio construction, planning, and communication. He lives in Manhattan with his wife, son, and lots of guitars.


Special Thanks