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CPE & Events Catalog

 Events

Behavioral Finance Biases

If you have been a practitioner for any length of time, you know that there is often a difference between what clients should do and what they actually do. Have you ever wondered why that is? In this course, we will explore how we make decisions with less-than-perfect information. Through real-life examples and case studies, we will examine common behavioral biases and how to deal with them. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Highlights

The major topics that will be covered in this course include:

  • Overview of biases and standard of living risk
  • Overview of difference between emotional and processing biases
  • Examples of various real life examples and case studies

Field of Study: Finance

Advanced Prep

None

Who Should Attend

CPAs and financial advisors who want to know more about basic behavioral finance biases exhibited by investors

Required Knowledge

Basic understanding of client financial needs

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Details

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