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AICPA & CIMA ENGAGE 2021


PFP2111 - PFP2111. Behavioral Finance Advice with Magic


Jul 26, 2021 3:00pm ‐ Jul 26, 2021 4:15pm

Standard: $49.00

Description

Behavioral Finance Advice with Magic bridges the gap in traditional finance that assumes people are rational. Because most people are irrational, it combines traditional finance with the science behind how our brains work and the psychology of why we make the decisions we do.

After this session, you will be able to help your clients:

Learning Objectives:
  • Identify times when they are slipping into the grips of behavioral finance traps!
  • Recognize things about themselves they may not have understood in the past!
  • Distinguish behaviors, emotions, and decision making around money!

Speaker(s):

  • Theron Schaub, BFA, VP. Strategic Relations, Buckingham Strategic Partners

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