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Using behavioral finance to understand – and act on – major market anomalies

webcast 2014-05-21

Research now clearly illustrates that investors, and markets as a whole, tend to consistently make a series of predictable and systemic errors. How can financial advisers gain a deeper understanding of these behavioral finance fundamentals, while also capitalizing on them to benefit their clients’ portfolios?



Attend this exclusive, interactive webcast – featuring two of the industry’s top experts on investing and behavioral finance – and find out. This webcast, featuring Ariel Investment’s John W. Rogers, Jr. and Charles K. Bobrinskoy, will focus on how financial advisers can re-think standard sources of returns by challenging the categories of conventional investing through independent thinking.

* Accepted by the CFP Board for 1 CE credit and by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit.

Date: Wednesday, May 21, 2014

Time: 4:00 p.m. – 5:00 p.m. ET

Research now clearly illustrates that investors, and markets as a whole, tend to consistently make a series of predictable and systemic errors. How can financial advisers gain a deeper understanding of these behavioral finance fundamentals, while also capitalizing on them to benefit their clients’ portfolios?

Attend this exclusive, interactive webcast – featuring two of the industry’s top experts on investing and behavioral finance – and find out. This webcast, featuring Ariel Investment’s John W. Rogers, Jr. and Charles K. Bobrinskoy, will focus on how financial advisers can re-think standard sources of returns by challenging the categories of conventional investing through independent thinking.

  1. How understanding principals such as “the planning fallacy” and “overconfidence bias” can help identify non-traditional sources of returns
  2. Concrete examples of investment opportunities that have been successfully identified by examining behavioral finance fundamentals
  3. Balancing the powers of intuition and data to make disciplined investment decisions

Attendees may submit questions before and during this live event. A free and invaluable resource.

Sponsored by:

Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing.

For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report. On-demand viewers will receive an email 30 days after the live event with a program code to self-report.

For CE credits for webcasts approved by CFA, credit will be reported 30 days after the live event.

Please contact us at info_cecredits@investmentnews.com if you have any questions.