25.9.10
This website uses cookies to ensure you get the best experience on our website. Learn more

Applied Behavioral Finance

In the investing world, not acting on emotion is paramount. Overconfident investors overestimate their capabilities, eternal optimists underestimate risk, and investors with familiarity bias consistently trade in the securities with which they are familiar - often to the detriment of returns. Applied Behavioral Finance gives advisors the tools to understand and properly navigate their clients' roller coaster of emotions and unspoken biases toward investing, as well as their own. Learn from notable experts at leading business schools via engaging video lectures and slide presentations, along with supplemental case studies and topical readings. Following academic theory, practitioner and New York Times "Bucks Blog" columnist Carl Richards offers tips for advisors to apply the learning to their own practice. Those who earn this certificate can demonstrate knowledge on these areas: Why Behavioral Finance is important Principles of Behavioral Finance Behavioral Finance and Investing Communicating with Clients in Light of Behavioral Finance