CIMA^® Certification Marketing Resources

In the investing world, not acting on emotion is paramount. Overconfident investors overestimate their capabilities, eternal optimists underestimate risk, and investors with familiarity bias consistently trade in the securities with which they are familiar - often to the detriment of returns. Applied Behavioral Finance gives advisors the tools to understand and properly navigate their clients' roller coaster of emotions and unspoken biases toward investing, as well as their own.

To build high-trust client relationships, the demonstration of one’s technical skills is nowhere near enough. This is because the demonstrated ability of the advisor is about the past. Yet, the decision to trust is primarily about the future – what the advisor will do next. Will the advisor understand me? Will the advisor have my best interests at heart? Will the advisor care for me and be honest with me? The objective of this program is to equip advisors with the behavioral knowledge to be able to elicit positive responses, build trust, and manage investor behavior with confidence.

Digital assets represent the first new asset class in 150 years, with innovations that will transform commerce on a planetary scale. In this informative session, you’ll gain vital knowledge about blockchain and digital assets, enabling you to have meaningful conversations with prospective and existing clients.