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

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

2020 Behavioral Advisor Forum

12

 

Lifestream + On-Demand

Sept. 10

Member: $795
Join & Learn: $995
Nonmember: $995

Behavioral Finance and Building the Uncatchable Lead w/Robert Cooper

NA

Podcast

Complimentary

Behavioral Finance w/Omar Aguilar

NA

Podcast

Complimentary

Behavioral Finance vs. Traditional Finance w/ Victor Ricciardi

NA

Podcast

Complimentary

Behavioral Finance w/ Meir Statman

NA

Podcast

Complimentary

4 Tips for Advisors Using Behavioral Portfolio Construction

NA

Blog

Complimentary

How to Avoid Group Bias and Optimize Group Decision-Making

NA

Blog

Complimentary

Understanding How Social Media Affects Investor Biases

NA

Article

Complimentary

Book Review: The Behavioral Investor

NA

Article

Complimentary

What Driverless Cars Can Teach Us About Behavioral Finance

NA

Article

Complimentary

The Role of Behavioral Advice in Advising Clients

NA

Research Article

Complimentary

Mitigating the Impact of Advisors’ Behavioral Biases

NA

Research Article

Complimentary

How to Make Better Decisions by Alger

NA

Partner White Paper

Complimentary

During the Crisis Leadership Guide prepared by 3ethos®

NA

Article

Complimentary

Exceptional Advisor Resource Center

NA

Resource Link

Complimentary

*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

E-mail Devon Coquillard

dcoquillard@i-w.org>

Contact Devon Coquillard

+1 303-850-3202