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Behavioral Finance for Advisors

Behavioral Finance for Advisors

Teaches advisors to recognize client biases and improve financial decision-making guidance.

(5 Reviews Customer Reviews)
  • Duration: Hours
  • Lectures: 0
  • Skill Level:
  • Language:

Price : $ 599.00

  • Description
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Description

Learn the psychological principles that drive financial decision-making and how they apply to advisors. This course helps professionals better understand client behavior, biases, and emotional triggers. Improve your advisory approach through behavioral insights and build stronger client relationships.

What You'll Learn

  • Identify client financial biases
  • Apply behavioral models to advising
  • Improve communication with clients
  • Build trust and long-term relationships
  • Reduce emotional investment decisions

Course Details

  • Level
    Intermediate to Expert
  • Lectures
    8
  • Duration
    4 Weeks (Workshops)
  • Category
    Advanced Portfolio Management
  • Tools Covered
    N/A
  • Key Features
    Role-play with financial therapists
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