$19.99 CAD

This course has been authored and presented by Qube Investment Management Inc. for the purpose of the promotion of financial literacy and professional development.

Financial Planning is an ever changing environment. Always consider that facts may have changed when taking a course such as this.

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Behavioural Finance: Part 1 - The Behavioural Finance Perspective

Advisors serve clients who are human. Let's study the human condition so we can elevate the effectiveness of our professional services.

Part one of this two-part series will help you understand how human you really are. We focus on understanding the differences between what is known as traditional finance with the behavioural finance perspective. We will learn about the various types of investor personalities. 

Syllabus

  • How Human Are you?
  • A Battle of Two Philosophies
  • Challenges to Traditional Finance
  • History Review & Prospect Theory
  • Understanding the different Behavioural Investor Types (BITs)
  • Shakespeare meets BITs: Making these behavioural traits more relatable

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