Breakfast Seminar: Behavioural Finance
This session will be hosted and presented by Barclays Wealth
Peter Brooks PhD, Head of Behavioural Finance at Barclays Wealth will talk on the subject of how to use behavioural finance to be a better investor and adviser.
By attending this session you will have an understanding of:
- What behavioural finance is and why it is important to advisors?
- How the 2 systems of thinking (fast and slow brain) can potentially lead to poor financial decisions
- How a client's emotional state can bias their financial decision making
- The costs of emotional financial decisions (e.g. buying high and selling low, reducing portfolio efficiency through the familiarity bias)
- How advisors can use behavioural finance insights with their clients
Time: 8.30am-8.45am Arrival; 8.45am-9.30am Networking with breakfast rolls / tea & coffee; 9.30am-11.00am Talk
Venue: Barclays' Latitude Club, One Snowhill, Birmingham
Lectures are provided free of charge to CII/PFS members. A £15.00 charge is made for non-members attending the lecture payable at the time of booking (Please note: If payment is not made at the time of booking online, kindly advise in the comments box your method of payment e.g. cheque to follow in post).
Proof of membership is required; kindly ensure you bring along your CII/PFS PIN for regisistration.
Online booking for this event is now closed. If you wish to attend, kindly email Dominic Brentnall at dominic.x.brentnall@barclayswealth.com
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CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 1/2 hours' CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.