Continuing Education → Professional Development

Behavioural Finance (LCIFGA012)

FP Canada: 1.0 Financial Planning (#8053)
Alberta Insurance Council: 1.0 Life (#55744)
Insurance Council of Manitoba: 1.0 Life and/or A&S (#36250)

In this 8-part mini-series, we explore key topics of Behavioural Finance in the investment management and financial planning industry. Whether it is hindsight bias or confirmation bias, everyone is susceptible to behavioural biases. This course discusses various strategies to overcome them. The course concludes with a final test. A passing grade of at least 60% is required.

This CE activity has been approved by FP Canada as meeting the minimum requirements for CE Approval as outlined within the FP Canada Continuing Education Guidelines. The views and opinions expressed in this presentation are those of the presenter / content author and do not necessarily reflect the views of FP Canada.

CE Credits: 1.0 Accreditation Number: 8053 CE Credit Type: Professional Development

  • What hindsight bias and the bear market myth can teach us
  • How advisors can get Canadians past their ‘home bias’
  • Quant strategies are reducing risk and taking emotions out of investing
  • Is behavioural economics living up to the COVID-19 challenge?
  • How investors can avoid destructive behaviour
  • Financial firms focused on investors’ behavioural tendencies
  • How irrelevant numbers can impact investors’ decisions
  • Financial professionals just as susceptible to behavioural biases as investors
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever