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Description
Online training program to help advisors understand biases and other behavioral finance principles applied to their business.
Learning Objectives
Advisors will gain expertise in the emotional and cognitive biases that drive investor behavior and learn strategies to reduce their influence—empowering clients to make more deliberate, mindful, and less emotionally driven financial decisions. They will also be introduced to real life scripts to help them have conversations and several behavioral tools to make it easy to implement the principles in their daily practice.