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.

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Topic

Explore more by clicking the titles below  

CE Hours

Type

Cost

The Psychology of a Black Swan Event  

1

On-demand

Member: $50
Nonmember: $75

Keeping the Aging Brain Healthy

1

On-demand

Member: $50
Nonmember: $75

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

Practical Strategies for Managing Investor Behavior On-Demand

3

On-demand

Member: $249
Join & Learn: $449

Advisor Alpha During Crisis On-Demand

4

On-demand

Member: $249
Join & Learn: $449

Behavioral Advisor Forum On-Demand

4

On-demand

Member: $249
Join & Learn: $449

Applied Behavioral Finance Course

20*

Course

Member: $695
Join & Learn: $895

Behavioral Finance and Building the Uncatchable Lead w/Robert Cooper

NA

Podcast

Free

Behavioral Finance w/Omar Aguilar

NA

Podcast

Free

Behavioral Finance vs. Traditional Finance w/ Victor Ricciardi

NA

Podcast

Free

Behavioral Finance w/ Meir Statman

NA

Podcast

Free

Weathering the Storm w/Noel Pacarro Brown

NA

Podcast

Free

Fewer, Richer, Greener w/Larry Siegel

NA

Podcast

Free

Leaders & Stewards w/Don Trone

NA

Podcast

Free

Advisor Behavioral Finance Trends Amid Covid-19 w/Omar Aguilar, PhD

NA

Podcast

Free

Opening Doors to Growth w/Even Burr

NA

Podcast

Free

4 Tips for Advisors Using Behavioral Portfolio Construction

NA

Blog

Free

How to Avoid Group Bias and Optimize Group Decision-Making

NA

Blog

Free

4 tips for advisors using behavioral portfolio construction

NA

Blog

Free

Mitigating the Impact of Advisors’ Behavioral Biases

NA

Blog

Free

Do not continue to let behavioral biases impact portfolio construction

NA

Blog

Free

Becoming a Behavioral

NA

Blog

Free

How Market Volatility Impacted 

NA

Blog

Free

Applying Behavioral Finance Practices Leads to More Clientele

NA

Blog

Free

Understanding How Social Media Affects Investor Biases

NA

Article

Free

Book Review: The Behavioral Investor

NA

Article

Free

What Driverless Cars Can Teach Us About Behavioral Finance

NA

Article

Free

During the Crisis Leadership Guide prepared by 3ethos®

NA

Article

Free

The Role of Behavioral Advice in Advising Clients

NA

Research Article

Free

Mitigating the Impact of Advisors’ Behavioral Biases

NA

Research Article

Free

Exceptional Advisor Resource Center

NA

Resource Link

Free

How to Make Better Decisions by Alger

NA

Partner White Paper

Free

*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&AMitigating the Impact of Advisors’ Behavioral Biases

E-mail Devon Coquillard

dcoquillard@i-w.org>

Contact Devon Coquillard

+1 303-850-3202