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Using Behavioral Finance to Support Investor Goals

Topic

General Principles of Financial Planning

Program ID

303586

Hours

1

Format

Live / Live Webinar

Complexity

Overview

Description

What we know to be true is that investments work, investors don’t. Multiple studies have shown that investor behavior influenced by advisor advice is the single most important aspect of client investment return. Behavioral Financial Advice deals with this issue and has been proven to close the gap between investment returns and investor returns.

Learning Objectives

Define Behavioral Financial Advice; Understand why Behavioral Financial Advice is in our Future; Recognize the connection between investor goals and Behavioral Financial Advice.