July 17 2018 - FPA Webinar - Inside Client Behavior
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7/17/2018
When: Tuesday, July 17, 2018
2 to 3:00 pm ET
Where: United States

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FPA Webinar: Inside Client Behavior: Use Behavioral Economics to Find Loss Aversion Before It Finds You

 

PLEASE NOTE THAT CE CREDIT IS ONLY AVAILABLE FOR THE LIVE PRESENTATION

Learn how behavioral economics can predict client behavior in volatile markets. Professor Shachar Kariv has spent 15 years focusing on the science of understanding individuals through their decisions, not their words. In the first of part this webinar series on behavioral economics, Kariv will share insights from his research and the tools that are available to help you precisely understand client preferences. He’ll show you how you can tease apart client risk tolerance and loss aversion, so that you can predict in advance which of your clients are most likely to make rash decisions when markets turn down.

Level of Complexity:
Overview - General review of subject from a broad perspective/ dive into basic knowledge on a skill or topic. For newer CFP or unfamiliar with subject

Course Objectives

  • Understand the key components of client risk preferences, according to behavioral economics.
  • Learn how clients with high risk tolerance can be the first ones to make rash decisions when markets turn down. Hint: Loss aversion.
  • Integrate scientifically proven behavioral economics practices into your client understanding efforts to better predict client behavior.

 

Event Information

Start Time: July 17, 2018 - 2:00 PM Eastern

Estimated Length: 1 hour

FPA Member Price: Free
Non-Member Price: $49.00

 

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