0      0

AICPA ENGAGE 2019


PFP19ER03 - Integration of Behavioral Finance with Options


Jun 10, 2019 7:00am ‐ Jun 10, 2019 7:50am

Standard: $49.00

Description

Financial advisors have long used options to create specific outcomes for clients, whether they be income-oriented or to protect capital. This session will focus on how specific strategies and simplifying complex concepts can be useful in shaping investor behavior. 

Learning Objectives:

  1. Explain how options can create defined outcomes in portfolios
  2. Identify strategies that positively influence investor behavior

Speaker(s):

You must be logged in and own this session in order to post comments.

Print Certificate
Completed on: token-completed_on
Print Transcript
Please select the appropriate credit type:
/
test_id: 
credits: 
completed on: 
rendered in: 
* - Indicates answer is required.
token-content

token-speaker-name
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
/
/
token-index
token-content
token-index
token-content