Investments & Wealth Institute hosting a one-day conference focused on
facilitating behavioural change on October 3, 2022
Denver, CO — August 2, 2022 — The Investments & Wealth Institute will be hosting an intensive one-day event on October 3 in Toronto, ON. The Investments & Wealth Forum – Toronto, Facilitating Behavioural Change, will feature leading academics, practitioner consultants and a Women in Wealth panel. Financial professionals are invited to register now, and journalists are invited to request a press pass. The conference will also be available on-demand starting on October 10.
Attendees will learn how to: engage clients to address change, uncertainty and volatility to build trust; address client biases and the steps to take to improve their decision-making; solicit the kind of information from clients to help them and facilitate more effective conversations; and apply behavioural change theory to contemporary issues facing the investment and wealth management industry. Sessions will be led by:
• Warren Berger, Author, Speaker, Questionologist
• Herman Brodie, Lecturer, Edinburgh Business School at Heriot-Watt University
• Lisa Kramer, PhD, Professor of Finance, Department of Management, University of Toronto Mississauga
• John Nersesian, CIMA®, CPWA®, CIS, CFP®, Head of Advisor Education, PIMCO
The conference experience includes four sessions and interactive programs, as well as a Women in Wealth panel discussion about trust featuring executives from Canadian investment and wealth management firms. Full conference details can be found here.
What: Investments & Wealth Forum - Toronto
When: October 3, 2022 (on-demand access available October 10)
Where: Omni King Edward Hotel, Toronto, ON
Continuing Education: 7.5 CE hours
Fee: $495 in-person until September 1, $595 in-person starting September 2 (discounted rates available for Institute Signature and Elite members)
$395 on-demand registration (on-demand access available starting October 10)
Registration: Click here to register
Journalists are invited to request a press pass by contacting Director of Communications Maureen Walker at firstname.lastname@example.org or 303-850-3202.
About the Investments & Wealth Institute
Founded in 1985, the Investments & Wealth Institute is the premier professional association, education provider, and standards body for financial advisors. Through its award-winning events, publications, courses, and acclaimed certifications — Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®) — the Institute delivers Ivy League-quality, highly practical education to more than 20,000 practitioners annually in over 40 countries. Members of the Institute include the industry's most successful investment consultants, advanced financial planners, and private wealth managers who embrace excellence and ethics in applying a broad set of knowledge and skills in their daily work with clients.
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