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Investments & Wealth Institute Announces New Behavioral Finance Conference

Issue date: Monday, February 11, 2019

Contact Information: Devon Coquillard | +1 303 850 3202 | Contact Email: dcoquillard@i-w.org

Investments & Wealth Institute Announces New Behavioral Finance Conference

The first Annual Behavioral Advisor Forum will be held September 23-24, 2019 at The Palace Hotel in San Francisco, CA.

DENVER, CO/NEW YORK, NY (February, 11 2019) – Today the Investments & Wealth Institute® announced the launch of a new two-day, multi-track conference that will gather the leading authorities in behavioral economics, neuroscience, human decision-making, and communication. Behavioral Advisor Forum will include discussions, presentations, interactive workshops, Q&A, and networking opportunities, all with the goal of providing elite access to industry leaders and improving financial outcomes.

“Helping clients make better decisions is the cornerstone of being an exceptional advisor,” said Sean R. Walters, chief executive officer of the Investments & Wealth Institute. Adding, “applying behavioral finance is a critical skillset to help advisors coach clients to overcome natural instincts as they pursue their investment goals with confidence.”

The Behavioral Advisor Forum is being held in cooperation with Haas School of Business, University of California - Berkeley Faculty and is the premier educational forum for sophisticated advisors who wish to incorporate the latest research and best practices in behavioral science. Like all Investments & Wealth Institute educational offerings, the new forum is designed for advanced practitioners: financial planners, investment advisors, institutional consultants, and private wealth managers. Other unique elements of the forum include:

  • Specifically designed for advisors with High Net Worth/Ultra-High Net Worth individuals and families, as well as institutional clients. These clients have unique family (and board) dynamics, that a skilled advisor can add significant value by navigating successfully.

  • Multi-disciplinary approach involving aspects of behavioral science in general, while also addressing behavioral finance in particular. Attendees gain insight and context by tapping into other disciplines like psychology, neuroscience, neurolinguistics, choice architecture, human decision-making, and communication.

  • Unique access to speakers, attendees, VIPs. The experience will include opportunities for lectures, rapid fire TED talk-style sessions, discussions, Q&A sessions, facilitated workshops, and more.

  • Combination of Ivy League quality, academic validation with practical application.

  • 100% peer reviewed content.

For event information, visit Behavioral Advisor Forum event web page. Early-bird pricing is available through August 23, 2019. Registration is now open.

For additional information, or journalists interested in receiving conference credentials, contact Devon Coquillard, communications manager, dcoquillard@i-w.org, 303-850-3202.


About the Investments & Wealth Institute®
Established in 1985, the Investments & Wealth Institute, formerly IMCA, is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, financial planners, and wealth managers who embrace excellence and ethics. Investments & Wealth Institute administers three certifications, Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®). Through its publications, live events, online courses, and advanced certifications, the Institute delivers premier-quality, practical education to advanced practitioners in more than 38 countries.

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