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Short 1-hr sessions
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Format: On-Demand Recording
Track: Investments, Behavioral Finance
Premier CE: 1 credit for CIMA®, CPWA®, and RMA® certifications
CFP CE: No
Cost: $60, or complimentary with Signature or Elite benefits
Learn how to create and deliver a tailored investment strategy that accounts for the irrationality of the investor.
Read the full description below.
REGISTRATION & FEES (USD)
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®
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For decades the financial industry has focused on reducing investment volatility but has ignored the problem of investor behavior volatility. Many risks are known and understood by financial advisors, but this presentation will help advisors tackle the risks of investors bailing on their investment strategy by teaching them how to create and deliver a tailored strategy that accounts for the irrationality of the investor. The goal is to improve investor adherence to their financial plan.
Founder of The Behavioral Finance Network, which help advisors increase their value and coach their clients to make better financial decisions. In addition to creating several behavioral applications, Mooreland is has spoken internationally on the topic of investor behavior and is the author of the Amazon best seller, “The Emotional Investor: How Biases Influence Our Investment Decisions…and what you can do about it”. Mooreland obtained a Bachelor of Science in Finance from San Jose State University and a Master of Science in Applied Economics from the University of Minnesota.