For seasoned financial planners and advisors who wish to spearhead new methods of understanding clients, Applied Behavioral Economics for Financial Advisors is a 1.5 day program to help you bring the latest in behavioral economics to your practice.
The opportunities and risks facing financial advisors continue to evolve. Consumer empowerment, regulatory change and emerging technology are disrupting advice and the industry’s value proposition. Fortuitously, behavioral economics and decision science have broken new ground, offering to professionalize how we understand clients and find suitable solutions for them, ushering in advice in the age of the consumer.
This course will take you inside the foundations of behavioral economics since its birth in the 1950s, and will bring you to the frontier of the discipline, revealing the tools and methods that can shape how financial advisors understand what matters most to their clients – their goals, preferences and constraints.
This course is an outstanding opportunity to experience top Berkeley faculty and prominent entrepreneurs and panelists from financial technology and related areas.
Led by Professor Shachar Kariv (recent chair of the Economics Department at UC Berkeley), the workshop combines an immersive blend of theory and practice to challenge conventional thinking and address today’s complex advisory challenges.