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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):

  • Michael Turvey, CFP, CMT, Senior Strategist, TD Ameritrade Institutional

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