Going from Good to Great: Implementing Behavioral Finance in Your Advisory Practice

Prasad Ramani
09/15/20 12 PM EST
CFP® Live CPA IWI
Program Id: 607263219
8.4
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Going from Good to Great: Implementing Behavioral Finance in Your Advisory Practice

Before replaying this class, we recommend taking Syntoniq's my3B behavioral finance assessment. A4A members, please log in and request free trial here.

The recent market crisis has presented financial advisors with the challenge of assuring clients to stick to their financial plans, managing high stress levels and providing sound direction in a changing environment. To do so, advisors must arm themselves with key concepts from the world of behavioral finance so they can first understand the hidden factors that influence their clients’ decision-making process.


Behavioral finance deals with the psychology of financial decision-making. It directs our focus on behavioral factors that have an outsized influence on our risk appetite and preferences, thus directly impacting our long-term financial well-being. This is why a firm understanding of behavioral finance can make all the difference! Syntoniq seeks to transform the financial services practice by producing cutting-edge behavioral finance research into easily usable tech applications. They are an experienced team of behavioral science and quantitative finance experts whose mission is to advance the field of behavioral finance from theory to practical application.


Prasad Ramani and Brian Pasalich, cofounders of Syntoniq, a behavioral technology firm, demo Syntoniq's my3B behavioral assessment tool to show how their advisory clients are applying behavioral finance in their practice.

Prasad Ramani, CFA, FRM, CAIA is the Founder and Chief Behavioral Officer of Syntoniq, a behavioral technology company that seeks to transform the financial services practice by productizing cutting-edge behavioral finance research into easily usable tech applications.

Prasad is also a Peer Reviewer for the Journal of Behavioral Finance and is a regular guest speaker at the London Business School where he teaches Behavioral Finance and Decision Science. He has often been cited in or contributed to many of the world’s top investment and finance publications, including Barron’s, Financial Times Adviser, Morningstar, Financial Advisor Magazine, InvestmentNews, WealthManagement.com, and Advisor Perspectives.

This webinar is eligible for one hour of CE credit towards the CIMA® and CPWA® certifications, CFP® CE and PACE credit toward the CLU® and ChFC® designations, and live CPA CPE credit.

 


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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6.0

I think it would have been better to have done the questions with a dummy individual, then show real examples of how this practically plays out with said client in real world scenarios

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9.0

I may consider a product demo

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