This course delves into the effects of psychological biases on financial markets and decision-making. Participants will understand the impact of investor psychology on market trends and explore real-world examples of common biases.
The program covers the role of these biases in the client-advisor dynamic, portfolio construction, financial forecasts, and corporate governance. Attendees will gain tools to identify and
mitigate biases, enhancing decision quality and organizational performance.
I. Definition, Disruption, and Contribution of Behavioral Finance
II. Behavioral Finance and Market Behavior
III. Behavioral Finance and Investor Behavior
IV. Impact of Behavioral Finance in the Client vs Advisor Relationship
V. How Behavioral Biases Affect Portfolio Construction
VI. How Behavioral Biases Affect Financial Analysts' Forecasts
VII. How Behavioral Biases affect Financial Statements Analysis
VIII. Behavioral Finance and Governance