Home > One-Hour On-Demand Videos > Creating a Robust Plan for Emotional Investors On-Demand

Creating a Robust Plan for Emotional Investors 

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)
$60
 



This product is eligible to be claimed with a Signature benefits package

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® 

  • 1 hour 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.

Creating a Robust Plan for Emotional Investors


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.


Featured Speaker


Marc Milstein

Jay Mooreland
Jay Mooreland The Behavioral Finance Network


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.