What is the Behavioral Finance & Emotions of Investing Program?
The Online Behavioral Finance & Emotions of Investing Program provides the knowledge and tools required to build a high level of client trust by unlocking the intangible, yet critical assets of investor emotions and motivations that drive client behavior and impact investment decisions. This ground-breaking approach to interacting with clients yields both qualitative and quantitative results through improved client retention, expansion, acquisition and generational transition.
How does the program work?
All you need is a computer and an Internet connection. Visit the enrollment page and sign up by creating your account. You will receive an e-mail confirmation within a few minutes. Next, log on to access the premium materials you have purchased.
How long can I access the course?
The program is accessible for three months from date of purchase. Students have unlimited 24-7 access. You can access the online course from any computer in the world with Internet connection. We recommend broadband internet connectivity.
How long does it take most people to finish?
The program is self-paced. Completion time is determined by you and your schedule. On average, learners who study 2 hours per week complete the program in 6 weeks.
Can I print the material to take it with me?
The program is online and not meant to be printed.
Do I have to purchase any textbooks or are they included in the program?
Students will receive two textbooks which are included in the program:
Behavioral Finance and Wealth Management: How to Build Optimal Portfolios That Account for Investor Biases by Michael M. Pompian
The Emotionally Intelligent Manager: How to Develop and Use the Four Key Emotional Skills of Leadership by David R. Caruso and Peter Salovey