View the event calendar to advance your knowledge with an array of live and online learning opportunities.
View All Events
Collection of topic specific speakers
Short 1-hr sessions
Collection of CFP CE eligible courses
Download our 2021-2022 Course Catalog
Check out our Knowledge Center, The HIVE, and get connected within one of our communities.
Get the latest insights from industry influencers.
Help contribute to the professional development and career trajectory of others.
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)
$111.75 with Signature benefits
Complimentary with Elite benefits
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®
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:
Please monitor your inbox and spam folders for these communications or contact the education department at email@example.com for assistance.
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.
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 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.