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.

 

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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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