Foundations

Behavioural Finance (LCI092P1)


Description
1.0 Financial Services Regulatory Authority of Ontario: Life
1.0 Insurance Council of British Columbia: Life
1.0 Insurance Council of Manitoba: Life (36249)
1.0 Insurance Councils of Saskatchewan: Life
1.0 FP Canada: Financial Planning
1.0 CIM/PFP Professional Development


Behavioural finance is the marriage between the traditional study of finance and the field of psychology. In this course, you'll learn about some of the behavioural biases that affect your client's investment choices and strategies to help work around these human pitfalls.


Important to note:
The accreditations with accompanying ID numbers have been approved and issued by the regulatory organization. The accreditations without ID numbers are additional regulatory organization's continuing education (CE) credit(s) that Learnedly believes the course satisfies.


This CE activity has been approved by FP Canada as meeting the requirements for CE Approval as outlined within the FP Canada Continuing Education Guidelines. The views and opinions expressed in this presentation are those of the presenter / content author and do not necessarily reflect the views of FP Canada.

CE Credits: 1.0 FSRA: 1.0 Financial Services Regulatory Author... ICBC: 1.0 Insurance Council of British Columbi... ICS: 1.0 Insurance Councils of Saskatchewan: ... ICM: 1.0 Insurance Council of Manitoba: Life ... CFP / QAFP: 1.0 FP Canada: Financial Planning CIM / PFP: 1.0 CIM/PFP Professional Development

Content
  • Course Introduction
  • Introduction to Behavioural Finance
  • Cognitive Biases
  • Emotional Biases
  • Bias Application
  • Daniel Kahneman - Behavioral Finance
  • Final Test
  • Behavioural Finance Test
Completion rules
  • You must complete the test "Behavioural Finance Test"
  • Leads to a certificate with a duration: Forever