Applied Behavioral Finance

Applied Behavioral Finance

No matter what’s happening with interest rates or whether the market is up or down, behavioral finance affects us all—client and advisor alike. Understanding that we’re subject to the forces of behavioral finance and how to work with those forces to clients’ advantage can greatly enhance the advisor-client relationship.

IMCA’s online Applied Behavioral Finance course is designed to help advisors address common financial decisions that trip up investors. Featuring notable experts from leading business schools - like Dan Ariely, Andrew Lo, Tobias Moskowitz and Meir Statman - the program presents in-depth, thoughtful, and interesting research from the field today. Then, we’ll take it a step further and give you strategies and tactics to help you translate what you’ve learned to your own experience working with clients, including tips from notable practitioner and New York Times Bucks Blog columnist Carl Richards.

Participants must pass all 20 module quizzes for successful completion of the program.

Topic Highlights

  • Why Behavioral Finance
  • Principles of Behavioral Finance
  • Behavioral Finance and Investing
  • Communicating with Clients in Light of Behavioral Finance


IMCA Members US$695 Register
Join & Learn US$895 Register


Continuing Education

The Applied Behavioral Finance course provides 20 hours of continuing education (CE) credit for CIMA/CPWA/CIMC certifications and CFP certification. IMCA is a CFP Board CE Quality Partner. IMCA is registered with NASBA as a sponsor of continuing professional education. Please note that this is a course with a certificate of completion; successful completion of this course does not result in a professional designation or credential.

Group Sales

Are there registration discounts for large groups and can this program be customized for large groups?

Yes. Email Lara Davies or call 303.850.3081 (East companies) or Suzie Byrnes or call 303.850.3093 (West/Mid-West companies) for more information on pricing.