Investment & Wealth Institute to Host Behavioral Finance for Advisors Seminar
Top academics and industry experts will share how an understanding of behavioral finance can improve client outcomes at a one-day seminar for financial advisors, Sept. 28 at the Four Seasons Hotel Toronto, Canada.
DENVER (August 29, 2018) – Learning how to create better outcomes for clients through an understanding of behavioral finance concepts and strategies is the goal of the
Investments & Wealth Institute® (formerly IMCA)
Behavioral Finance for Advisors seminar, Sept. 28 at the
Four Seasons Hotel Toronto, Canada.
In an environment where technology and commoditization are playing a larger role in the advisor-client relationship, advisors not only must help their clients be on their best behavior, but must also recognize their own investment biases. In this one-day seminar, advisors will learn from top academics, practitioners, and industry experts how behavioral finance can influence client outcomes with sessions focusing on:
- How to Influence Decisions Through Choice Architecture - Katherine Milkman, Ph.D., associate professor, The Wharton School at the University of Pennsylvania
- Improving Client (and Advisor) Behavior through Technology - Daniel P. Egan, director of behavioral finance and investments, Betterment
- Money, Happiness, and Defining Success in Goals-Based Wealth Management - Brian Portnoy, CFA®, director of investments education Virtus Investment Partners
- Applied Behavioral Finance - Michael Pompian, CFA®, CFP®, CAIA, founder and chief investment officer, Sunpointe Investments
- Client Primacy: Inspiring Intentional Outcomes - David Richman, J.D., national director, Eaton Vance Advisor Institute
Advisors can earn up to five hours of Investment Industry Regulatory Organization of Canada professional development continuing education (CE) credit (pending approval) or up to six hours of Investments & Wealth Institute CE for Certified Investment Management Analyst
®, Certified Private Wealth Advisor
®, and Retirement Management Advisor
® certificants.
Registration is now open for
Behavioral Finance for Advisors. For detailed event information, visit the
Behavioral Finance for Advisors event web page.
Journalists interested in receiving conference credentials should contact Greta Gloven, at
ggloven@i-w.org or (303) 850-3079.
For Information:
For additional information, contact Greta Gloven, director of communications,
ggloven@i-w.org or (303) 850-3079.
About the Investments & Wealth Institute®
Established in 1985, the Investments & Wealth Institute, formerly known as IMCA, is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. Through its publications, events, assessment-based certificate programs, and advanced certifications, the Institute delivers premier-quality, practical education to advanced practitioners in more than 38 countries.
The Certified Investment Management Analyst® (CIMA®) certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals. The CIMA program is distinctive as one of only a few global certifications in financial services to meet international accreditation and quality standards (ANSI/ISO 17024) for personnel certification programs.
The Certified Private Wealth Advisor® (CPWA®) certification is an advanced professional certification for advisors who serve high-net-worth clients. It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million. Unlike credentials that focus specifically on investing or financial planning, the CPWA program takes a holistic and multidisciplinary approach.
The Investments & Wealth Institute® is a registered mark of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. CIMA®, Certified Investment Management Analyst®, CIMC®, CPWA®, and Certified Private Wealth Advisor® are registered certification marks of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. RMA(SM) and Retirement Management Advisor(SM) are marks owned by Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. The Investments & Wealth Institute does not discriminate in educational opportunities or any other characteristic protected by law.
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