| Topic |
CE Hours |
Type |
Cost |
| Applied Behavioral Finance Course |
20 CE |
Course |
$895 |
| Investments & Wealth Forum-Toronto On-Demand: Facilitating Sustainable Behavioural Change |
7.5 CE |
On-Demand |
$395 |
| Bubbles and Market Crisis |
2 CE |
On-Demand |
$149 |
| Behavioral Finance Tactics to Improve Retirement Readiness |
1 CE |
On-Demand |
$60 |
| Biology, Complexity, and the Benefits of Bias |
1 CE |
On-Demand |
$60 |
| Boost Happiness and Manage Stress and Anxiety in Our Uncertain World |
1 CE |
On-Demand |
$60 |
| Building Trust within Diverse Teams |
1 CE |
On-Demand |
$60 |
| Creating a Robust Plan for Emotional Investors |
1 CE |
On-Demand |
$60 |
| Depression Babies: How Experience Affect Risk-Taking |
1 CE |
On-Demand |
$60 |
| Evolution and Decision-making |
1 CE |
On-Demand |
$60 |
| How News Habits Influence Financial Markets |
1 CE |
On-Demand |
$60 |
| Income to Outcome: The PIMCO Retirement Framework |
1 CE |
On-Demand |
$60 |
| Latest Research on Risk Tolerance: Developing an Investor Risk Profile |
1 CE |
On-Demand |
$60 |
| Practical Strategies for Managing Investor Behavior |
3 CE |
On-Demand |
$295 |
| The Paradox of Choice: Why More Isn't Always Better Than Less |
1 CE |
On-Demand |
$60 |
| The Psychology of a Black Swan Event |
1 CE |
On-Demand |
$60 |
| The Psychology of Overconfidence |
1 CE |
On-Demand |
$60 |
| The Well-Tempered Retiree On-Demand: Fine-Tuning Investor Behaviors in Retirement |
1.5 CE |
On-Demand |
$60 |
| Unconscious Communication & Engagement: How Remote Interactions & Environments of Uncertainty Impact Client Communication Dynamics |
1 CE |
On-Demand |
$60 |
| What Every Business Person Should Know About Nonverbal Behavior |
1 CE |
On-Demand |
$60 |
| Portfolios for Long-Term Investors |
N/A |
Podcast |
Free |
| The Trust Mandate |
N/A |
Podcast |
Free |
| The Art and Science of Asking Questions |
N/A |
Podcast |
Free |
| Ask: How to Relate to Anyone |
N/A |
Podcast |
Free |
| Adapting to Change Without Missing A Beat w/Stacy Bernstein |
N/A |
Podcast |
Free |
| Baking Behavioral Finance Into the Advisory Practice w/ Daniel Crosby, Ph.D. |
N/A |
Podcast |
Free |
| The Martial Arts of Behavioral Finance |
N/A |
Blog |
Free |
| Applying Behavioral Finance Practices Leads to More Clientele |
N/A |
Blog |
Free |
| Becoming a Behavioral Coach |
N/A |
Blog |
Free |
| How to Avoid Group Bias and Optimize Group Decision-Making |
N/A |
Blog |
Free |
|
Why trust is a must for financial advisors
|
N/A |
Article |
Free |
|
Predicting Returns Using Behavioral Market Barometers
|
N/A |
Article |
Free |
| Understanding How Social Media Affects Investor Biases |
N/A |
Article |
Free |
| Book Review: The Behavioral Investor |
N/A |
Article |
Free |
| What Driverless Cars Can Teach Us About Behavioral Finance |
N/A |
Article |
Free |
| Managing Misbehavior: Rational Choice in an Uncertain Retirement |
N/A |
Article |
Free |
| The Role of Behavioral Advice in Advising Clients |
N/A |
Research Article |
Free |
| Mitigating the Impact of Advisors’ Behavioral Biases |
N/A |
Research Article |
Free |
