Behavioral Advisor Forum

Livestream + On-Demand 

September 10, 2020, 10 a.m. - 7 p.m. EST

12.5 CE and 14 Speakers

Register for BAF Livestream + On-Demand

About the Event

Now more than ever, advisors are turning to experts in the field of behavioral finance to help navigate beyond the post-pandemic landscape. That’s why you won’t want to miss the 2nd annual Behavioral Advisor Forum, powered by faculty from UC Berkeley Haas School of Business. It’s the premier educational conference that combines behavioral science and finance. Engineered by the latest research, top academics and the best practitioners in the field – we bring together the most sought-after leading experts to help you find solutions for the most complex problems of today more holistically. 

Attend via livestream and experience all you've come to expect from the Investments & Wealth Institute's live events, Ivy-League-quality education with practical application, premier content and CE, and relevant and timely subject matter.

The Experience

Experience Behavioral Advisor Forum Livestream + On-Demand with a state-of-the-art platform and features. Join us on September 10 for a livestream conference with 12.5 CE hours and 14 exceptional speakers (with the on-demand option). Ask questions, participate in polling, download presentations, take notes, find and chat with peers, even join others in a virtual room to chat - all from the comfort of your own home. (8 CE credits for the livestream conference on September 10, 4 CE credits for the on-demand recording, and .5  credit for the Bonus EdTalk).

Key Takeaways

  • Remove emotional friction from family planning dynamics
  • Apply behavioral science techniques to create better outcomes for both advisors and clients
  • Add value by building thoughtfully prepared portfolios based on neuroscience research
  • Explore the driving forces behind financial decisions


Register for BAF Livestream + On-Demand

Institute Members


Register for BAF Livestream + On-Demand

Join & Learn


Register for BAF Livestream + On-Demand

Event Schedule

Click here to review last year's full schedule

*All times noted in Eastern Standard Time

  • Pre-Reception

    September 9, 2020

  • BAF Conference

    September 10, 2020

  • Post-Discussion

    September 11, 2020

  • On-Demand

    Avaiable September 1, 2020
    4 Hours of On-Demand CE



In Partnership with faculty from UC Berkeley Haas School of Business



Thank you to our Partners and Sponsors :

Gold Partner



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Contact us

+1 303-770-3377

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