This training course explores the intersection of behavioral finance and traditional financial theories, emphasizing the effects of psychological biases on investment decisions and market behaviors. Attendees will analyze how these biases influence market anomalies and conflict with classic financial theories.
The course enhances client-advisory interactions by teaching participants to tailor strategies to individual clients’ behavioral tendencies and objectives. It also covers strategies for
mitigating and leveraging biases in portfolio construction. Through interactive and real-world examples, participants will boost their advisory skills and investment strategy development.
I. Definition, breakthrough, and contribution of behavioral finance
II. Behavioral finance and financial markets
III. How behavioral biases affect portfolio construction
IV. Typology and identification of (clients)-investor profiles based on their psychological biases
3. Behavioral classification of investors:
4. The top-down approach:
V. Behavioral finance and investor biases
VI. Impact of behavioral finance in the client vs advisor relationship