Behavioral Finance Program 2016-10-20T21:23:44+00:00
Certificate & Specialized Programs

Behavioral Finance Program

This program consists of 4 self-paced, online courses (offering CE credit) that help advisors gain an understanding of behavioral finance and its implications for investment decisions by teaching:

  • Fundamental aspects of neural processing and their influence on decision-making.
  • Common biases and heuristics (simplification strategies used for decision-making) that influence our decisions, often leading to predictable overreactions or underreactions.
  • Specific areas where investment decision errors are most likely to occur, thereby helping advisors recognize investment decision traps “before” decisions are made.
  • “Best Practices” that promote better investment decisions and outcomes.

The end result is better investment decisions and greater fulfillment of your fiduciary duties to clients.


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