Behavioral Finance Biases

Behavioral Finance Biases

CPE Credit:
1

Overview

Description:
If you have been a practitioner for any length of time, you know that there is often a difference between what clients should do and what they actually do. Have you ever wondered why that is? In this course, we will explore how we make decisions with less-than-perfect information. Through real-life examples and case studies, we will examine common behavioral biases and how to deal with them. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Field of Study:
Finance (1 CPE)

Instructor

Instructor:
David Peters

Additional Details

Who should attend:
CPAs and financial advisors who want to know more about basic behavioral finance biases exhibited by investors
Program Level:
Overview
Program Content:

The major topics that will be covered in this course include:

  • Overview of biases and standard of living risk
  • Overview of difference between emotional and processing biases
  • Examples of various real life examples and case studies
Learning Objectives:

After attending this presentation, you will be able to…

  • Recall the difference between the rational economic person concept and behavioral economics
  • Recognize how common information processing and emotional biases affect client financial decisions
  • Identify how standard of living risk affects a practitioner’s methods in dealing with behavioral biases
Prerequisites:
Basic understanding of client financial needs
Advanced Preparation:
None
Developed By:
Peters Professional Education LLC
Format:
Group-Internet-Based
Course Code:
PEDPBFB1

Registration:

$55.00

Attendee Information

Please select one of the following options to register for this webinar:

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Behavioral Finance Biases

Course Code:
PEDPBFB1
Program Level:
Overview
Description:
If you have been a practitioner for any length of time, you know that there is often a difference between what clients should do and what they actually do. Have you ever wondered why that is? In this course, we will explore how we make decisions with less-than-perfect information. Through real-life examples and case studies, we will examine common behavioral biases and how to deal with them. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Program Content:

The major topics that will be covered in this course include:

  • Overview of biases and standard of living risk
  • Overview of difference between emotional and processing biases
  • Examples of various real life examples and case studies
Learning Objectives:

After attending this presentation, you will be able to…

  • Recall the difference between the rational economic person concept and behavioral economics
  • Recognize how common information processing and emotional biases affect client financial decisions
  • Identify how standard of living risk affects a practitioner’s methods in dealing with behavioral biases
Who should attend:
CPAs and financial advisors who want to know more about basic behavioral finance biases exhibited by investors
Developed By:
Peters Professional Education LLC
Instructor:
David Peters
CPE Credit:
1
Field of Study:
Finance (1 CPE)
Prerequisites:
Basic understanding of client financial needs
Advanced Preparation:
None
Format:
Group-Internet-Based

Registration:

$55.00

Attendee Information

Please select one of the following options to register for this webinar:

OR

Register By Phone: Call 877.370.2220 and press “1” for the webinar hotline to register

Price

Single Registration
$55.00

Upcoming Dates

  • 5/7/2026 @ 5:00 PM
  • 5/13/2026 @ 5:00 PM
  • 5/18/2026 @ 11:00 AM
  • 5/29/2026 @ 1:00 PM
  • 6/4/2026 @ 1:00 PM
  • 6/9/2026 @ 9:00 AM
  • 6/20/2026 @ 9:00 AM
  • 6/22/2026 @ 12:00 PM
  • 7/2/2026 @ 9:00 AM
  • 7/6/2026 @ 2:00 PM
  • 7/14/2026 @ 9:00 AM
  • 7/24/2026 @ 5:00 PM
  • 7/27/2026 @ 12:00 PM
  • 8/3/2026 @ 9:00 AM
  • 8/14/2026 @ 10:30 AM
  • 8/20/2026 @ 1:00 PM
  • 8/26/2026 @ 11:30 AM
  • 8/31/2026 @ 12:00 PM
  • 9/9/2026 @ 9:00 AM
  • 9/16/2026 @ 9:00 AM
  • 9/22/2026 @ 2:00 PM
  • 10/2/2026 @ 11:30 AM
  • 10/7/2026 @ 12:00 PM
  • 10/13/2026 @ 12:00 PM
  • 10/22/2026 @ 1:00 PM
  • 10/28/2026 @ 11:30 AM
  • 11/3/2026 @ 1:30 PM
  • 11/13/2026 @ 12:00 PM
  • 11/21/2026 @ 9:00 AM
  • 11/24/2026 @ 9:00 AM
  • 12/3/2026 @ 9:00 AM
  • 12/8/2026 @ 11:00 AM
  • 12/14/2026 @ 5:00 PM
  • 12/24/2026 @ 11:00 AM
  • 12/31/2026 @ 9:00 AM
  • 1/5/2027 @ 5:00 PM
  • 1/13/2027 @ 1:00 PM
  • 1/21/2027 @ 12:00 PM
  • 1/25/2027 @ 1:00 PM
  • 2/5/2027 @ 11:00 AM
  • 2/11/2027 @ 11:00 AM
  • 2/17/2027 @ 5:00 PM
  • 2/26/2027 @ 10:30 AM
  • 3/2/2027 @ 5:00 PM
  • 3/11/2027 @ 12:00 PM

All times are Eastern Time Zone

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