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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.

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Continuing Education Credits: For all webcasts approved for CE credit by the CFP Board, credit will be reported one week after the live event. For on-demand viewers, CE credit will be reported 30 days after the live event. After 30 days, webcasts are available until December 31 in the calendar year for on-demand viewing and are not eligible for CE credit.

For all webcasts approved by IMCA for CIMA®/CIMC®/CPWA® CE credits, email info_cecredits@investmentnews.com for the IMCA program ID to self-report for CE credit. Program IDs will be provided up to 30 days after the live event. After 30 days, webcasts are available until December 31 in the calendar year for on-demand viewing and are not eligible for CE credit.