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April 2018 Chapter Meeting: Behavioral Finance
April 13, 2018 @ 11:30 am - 11:30 pm
Overview:
Nature, Nurture and Financial Planning
(previously titled Heuristics, Biases and Nudges – Topics from the Frontier of Financial Planning)
Neuroscientific research tells us that genetically, only some people are born to make prudent financial decisions. This talk will focus on how insights from neuroscience and behavioral finance impact financial planning and the work of financial planners, especially in the digital age. Discussion topics will include the planner-doer framework, heuristics, biases, and nudges which figured prominently in the 2017 Economics Nobel, awarded to Richard Thaler.
Learning Objective: Knowing how clients think, and how biases and mental shortcuts may affect their thinking can help advisors help their clients make and stick with prudent decisions.
CE: 1.5 hours CFP CE has been granted for this session by the CFP Board.
Featured Partner: Matt Beck, American Century Investments
Register is now closed. To be added to the waitlist, please email Susan Adams at execdirector@fpasv.org.
About the Speaker:
Hersh Shefrin is the Mario L. Belotti Professor of Finance at Santa Clara University. He is one of the pioneers in the behavioral approach to economics and finance. In 2009, his behavioral finance book Beyond Greed and Fear was recognized by J.P. Morgan Chase as one of the top ten books published since 2000. He received his Ph.D. from the London School of Economics in 1974. In awarding the 2017 Economics Nobel to Richard Thaler, the Nobel committee highlighted three accomplishments, of which two involved the work that Thaler and Shefrin did together. He writes a monthly blog post for Forbes and can be followed on Twitter at @HershShefrin.
Cost:
Early Registration $40.00 members $60.00 non- members.
At the door $60.00 for FPA members, $75.00 non-members.