Behavioral Finance for Advisors On-Demand
Providing behavioral coaching to your clients is critical to their (and your) financial success. In an environment where technology and commoditization are playing a larger role in the advisor/client relationship, exceptional advisors must help their clients be on their best behavior. Learn from top academics, practitioners, and industry experts how to influence better outcomes through behavioral science with these session recordings from the 2018 Behavioral Finance for Advisors live event in Toronto, Ontario.
Included Sessions
| Session Title |
Speaker |
CE Credit |
|
How to Influence Decisions through Choice Architecture
|
Katherine Milkman
|
1 hour |
| Improving Client (and Advisor) Behavior through Technology |
Dan Egan |
1 hour |
| Money, Happiness, and Defining Success in Goals-Based Wealth Management |
Brian Portnoy |
1 hour |
| Applied Behavioral Finance |
Michael Pompian |
1 hour |
| Client Primacy: Inspiring Intentional Outcomes |
David Richman |
1 hour |
Registration & Fees (USD)
- $295 Member
- $495 Join & Learn
Register
Continuing Education
Learners must watch each session in its entirety to receive continuing education (CE) credit. Credit is awarded one-time, upon successful completion of the full program. The following entities have accepted it for CE credit:
Investments & Wealth Institute®
- 5 hours of CE credit for CIMA®, CPWA®, and RMASM certifications
- Automatically uploaded to certification record upon completion of the full program (may take up to 24 hours to be reflected)
Expiration
This program is available for viewing online through October 31, 2019, regardless of 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. Please monitor your inbox and spam folders for these communications, or contact the education department at education@i-w.org for assistance.