Behavioral Finance CE Series

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Behavioral finance (BeFi) has been the realm of the theoretical world.  Applying BeFi principles in a professional practice to change an investment client’s behavior or increase self awareness, daunting as it may sound, is the goal of A4A’s series of classes about BeFi.



To enable professionals to implement BeFi concepts in their practice, A4A invites professionals to collaborate with Prasad Ramani, co-founder of Syntoniq, a BeFi platform enabling advisors to assess the financial personalist traits of a client and those considering engaging your RIA. Before starting Syntoniq, Prasad was a quant with over 20 years experience in private wealth and most recently had co-managed a $1.4 BN family office.


The series of classes starts with Prasad Ramani teaching an overview of core concepts in BeFi, followed by a class led by Brian Pasalich, co-founder of Syntoniq and a former advisor-turned-serial-entrepreneur. Brian is a professional CEO with a track record in financial services tech.


Prasad and Brian financially motivated to collaborate with subscribers to A4A classes and API FINRA-reviewed content for UHWNIs and the mass-affluent.

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