Behavioral Finance Biases
Description
If you have been a practitioner for any length of time, you know that there is often a difference between what clients should do and what they actually do. Have you ever wondered why that is? In this course, we will explore how we make decisions with less-than-perfect information. Through real-life examples and case studies, we will examine common behavioral biases and how to deal with them.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Objective
After attending this presentation, you will be able to... • Recall the difference between the rational economic person concept and behavioral economics • Recognize how common information processing and emotional biases affect client financial decisions • Identify how standard of living risk affects a practitioner’s methods in dealing with behavioral biases
Advanced Preparation
None
Required Knowledge
Basic understanding of client financial needs
Who Should Attend
CPAs and financial advisors who want to know more about basic behavioral finance biases exhibited by investors
Credit Types
- CPE – Finance
Registration Fees
| Registration | Type | Price |
|---|---|---|
| WRX75626: Registration – Member | Mem | $65 |
| WRX75626: Registration – Non-Member | NM | $180 |
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.