COVID-19-1

Now more than ever is the time to get the latest in behavioral finance tips and best practices to ensure that in volatile times, clients are making decisions that are objective, fact-based and best for their long term goals.

We have a full library of online resources to help get you up to speed and ready to act with confidence, knowledge and facts.

For a limited time, get 10% off at checkout with

code: 10befi2020

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Topic

Explore more by clicking the titles below  

CE Hours

Type

Cost

 

Behavioral Best Practices for Advisors

 

1

On-demand

Member: $50
Nonmember: $75

Critical Thinking and Decision Traps
On-Demand

2.5

On-demand

Member: $195
Join & Learn: $445

Behavioral Advisor Forum On-Demand

4

On-demand

Member: $249
Join & Learn: $449

Applied Behavioral Finance Course

20*

Course

Member: $695
Join & Learn: $895

2020 Behavioral Advisor Forum

11(pending)

Live Event: 

Sept. 10-11, San Francisco, CA

TBD

Behavioral Finance and Building the Uncatchable Lead w/Robert Cooper

NA

Podcast

NA

Behavioral Finance w/Omar Aguilar

NA

Podcast

NA

Behavioral Finance vs. Traditional Finance w/ Victor Ricciardi

NA

Podcast

NA

Behavioral Finance w/ Meir Statman

NA

Podcast

NA

4 Tips for Advisors Using Behavioral Portfolio Construction

NA

Blog

NA

How to Avoid Group Bias and Optimize Group Decision-Making

NA

Blog

NA

*Includes CFP CE

**Join and Learn includes one year of membership

On-demand recording:
1–4.5 CE hour, quick and convenient
Self-paced course:
Up to 25 CE hours, interactive quizzes
Virtual event: 1–4 CE,
real-time with expert Q&A

More Resources:

Investments & Wealth Monitor Articles:

Understanding How Social Media Affects Investor Biases

Book Review: The Behavioral Investor

What Driverless Cars Can Teach Us About Behavioral Finance

Investments & Wealth Research Articles:

The Role of Behavioral Advice in Advising Clients

Partner White Papers: 

How to Make Better Decisions by Alger

Other Resources:

During the Crisis Leadership Guide prepared by 3ethos®

Exceptional Advisor Resource Center

E-mail Devon Coquillard

dcoquillard@i-w.org>

Contact Devon Coquillard

+1 303-850-3202