BEHAVIORAL FINANCE FOR RELATIONSHIP MANAGERS

BEHAVIORAL FINANCE FOR RELATIONSHIP MANAGERS

  • Course Description

    Behavioral finance focuses on how to deepen relationships with current clients by better understanding their financial needs, goals, and objectives.
    Delegates will learn how to utilize insights from behavioral finance to construct more acceptable and more productive portfolios for their clients, and know how to better sell these portfolios to clients.

  • Course ObjectivesBy completing this course, delegates will be able to:
    • Recognize key concepts of behavioral finance
    • Elaborate the relationship between market psychology and behavioral finance
    • Discuss the relationship between market psychology and behavioral finances
    • Analyze the relationship between Finance and Stock price behavior.
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