Exceptional Advisor® Webinar Series

brought to you by the Investments and Wealth Monitor®

Behavioral Finance Webinar: Practical Implementation

November 5, 2020 | 4:30 - 5:30 p.m. EST
In this exclusive webinar, Tony Davidow, CIMA®, interviews John A. Nersesian, CIMA®, CPWA®, CFP®, Head of Advisor Education, PIMCO. An abundance of academic literature highlights behavioral biases that investors exhibit over time. Daniel Kahneman, Richard Thaler, and Meir Statman have explained how investors too often react emotionally and not rationally. In this webinar, we will delve into the most common behavioral biases, how advisors should identify which clients exhibit these biases, the implications for investors and advisors, and tactics and techniques to overcome behavioral biases.

Speaker

John A. Nersesian, CIMA®, CPWA®, CIS, CFP®, Head of Advisor Education, PIMCO

John Nersesian is head of advisor education at PIMCO, providing advanced wealth management and investment consulting education to financial professionals. Prior to joining PIMCO in 2019, he was senior managing director of wealth management services for Nuveen Investments. Previously, he was a first vice president at Merrill Lynch Private Client Group, where he also led advanced training for financial consultants. He served as a board member of the Investments & Wealth Institute (IWI, formerly IMCA) from 2006–2017 and as chairman for the 2014–2015 term. He is a faculty member for the IWI Certified Private Wealth Advisor (CPWA) and Certified Investment Management Analyst (CIMA) education programs held at Yale University and The University of Chicago. He has 35 years of investment and financial services experience and earned an undergraduate degree in business and economics from Lehigh University.

Registration & Fees (USD)

Complimentary, with option to donate to the Investments & Wealth Institute Scholarship Fund

Register

Note: After registering, you will receive an email that will include a link to additionally register in the GoToWebinar platform and an option to add the event to your calendar. Please monitor your inbox and spam folders for this communication and contact education@i-w.org if you do not receive this email within one hour of registering on the Institute website.

 

Continuing Education 

Learners must be logged in to the webinar delivery platform on November 5, 2020 for the entire webinar to receive the corresponding continuing education (CE) credit. Pending approval, the following entities will accept it for CE credit:

Investments & Wealth Institute®

  • 1 hour of CE credit for CIMA®, CPWA®, and RMA® certifications, pending approval
  • Automatically added to certification record within 2 weeks of the event 

CFP Board

  • 1 hour of CE credit for CFP® certification, pending approval
  • Automatically added to certification record within 2 weeks of the event 

Note: In order for CE reporting to take place, you must enter your Institute ID and/or CFP ID® number in the GoToWebinar platform when you join the webinar.

Access Instructions

After registering on this website, you will receive an email that will include both a link to additionally register in the GoToWebinar platform and an option to add the event to your calendar. Please monitor your inbox and spam folders for this communication and contact education@i-w.org if you do not receive this email within one hour of registering on the Institute website. We highly recommend that you test the GoToWebinar platform on your device the day before the event to ensure your participation.

Recording

If you miss the live event, or just want to watch it again, you can access a recording. Instructions for accessing the recording will be emailed within one week of the event, and it will be available for viewing for one year. You can only receive credit one time for viewing this program (live or recorded).