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Chapter 5: Behavioural Finance

In this section

  • Investor Behaviour
    Explore how emotions, cognitive biases, and social influences drive financial decisions in this comprehensive look at investor behaviour and its impact on client advice.
  • Common Behavioural Biases
    Explore how cognitive biases shape investment decisions, learn practical strategies to mitigate these tendencies, and enhance your client advisory approach.
  • How do Representatives Apply Bias Diagnoses when Structuring Asset Allocations?
    Learn practical techniques for identifying and mitigating cognitive biases in clients’ asset allocation decisions, ensuring suitability, compliance with CIRO, and improved client outcomes.
  • Tools and Techniques for Overcoming Bias
    Explore essential strategies and frameworks to mitigate behavioral biases, enhance decision-making, and align investment choices with clients’ goals.

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Chapter 4: Getting to Know the Client
Chapter 6: Tax and Retirement Planning