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Here's What You Get:

  • How I Discovered Behavioral Finance

  • What You Will Gain From the Academy

  • The Psychology of Decision-Making

  • Four Core Behavioral Finance Lessons
    • Prospect Theory
    • Risk & Behavioral Profiling
    • Flawed Assumptions of Modern Portfolio Theory
    • Rationality, Emotions & Mental Shortcuts 

 

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Academy Experience:

  • All 49 Learning Modules

  • 22 Advisor-Client Behavioral Scripts

  • 7 Behavioral Tools to Use in Your Practice

  • 13 CE Credits 

 

 

 

 

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