Behavioural Finance

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This course is included as part of your ILS CE Course Subscription

Lesson 1 briefly introduces Traditional Finance Theory as a backdrop to the new field of Behavioural Finance Theory. Lesson 2 focuses on how irrationality affects the stock market. It will identify some of the flaws of Traditional Finance Theory and how the new field of Behavioural Finance attempts to circumvent these flaws. The course material will help you to identify types of investors and to anticipate their needs and preferences. Overall, the course objective is to make you a better advisor, able to serve your clients with a broader perspective and maximize the returns on their portfolios.

Lesson 1 – Introduction to Economic Theory
Lesson 2 – Investment Behavioural Types and Biases

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Included as part of the ILScorp Life/A&S Insurance CE Subscription

Access Duration from the Date of Purchase: 6 months
Credit Hours: 4
Credit Type: Life/A&S
Credit #: AIC45737 MB28340
Accrediting Provinces: BC, AB, SK, MB, ON
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Included as part of the ILScorp CSF Insurance CE Subscription

Access Duration from the Date of Purchase: 6 months
Credit Hours: 4
Credit Type: General Subjects
Credit #: CSF17-07-39925
Accrediting Provinces: QC
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