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Devin Ekberg,

CFA®, CPWA®, CIMA® 

Chief Learning Officer & Managing Director of Professional Development

Investments & Wealth Institute

Devin Ekberg, CFA®, CIMA®, CPWA®,  oversees the development and delivery of Institute conferences, online education, and print publications. Mr. Ekberg is an expert in security analysis and financial analysis, and has developed educational products for investment consultants, wealth advisors, and individual investors. He earned his Master’s degree in Investment Management and Financial Analysis from Creighton University. He also holds three advanced certifications: Chartered Financial Analyst® (CFA®) from the CFA Institute, Certified Private Wealth Advisor® (CPWA®) and Certified Investment Management Analyst® (CIMA®) from the Investments and Wealth Institute. He currently serves on the investment committees for two non-profit foundations.

Investments & Wealth Research Findings 

A recent research study conducted by the Investments & Wealth Institute, Cerulli Associates, and Charles Schwab Investment Management examines how advisors are applying behavioral finance into their practices and portfolios. This session presents the what, why, and how advisors are applying behavioral finance to improve their clients’ financial outcomes.

Thursday, Sept. 10, 2020

9:20 – 10:10 a.m.