Behavioural Investing

The Forum (The Auditorium)
Tuesday, 08 January 2019
12:30 pm – 1:30 pm (UK time)
    • Dan Kemp, Chief Investment Officer, Morningstar

When: Tuesday 8th January 2018

Where: The Auditorium, The Forum, Millennium Plain, NR2 1TF

Time: 12.30 - 13.30 - A light lunch will be served from 12.15pm

Rethinking Advisers as Behavioural Coaches

All investors suffer from behavioural biases. Left unchecked these biases can prevent your clients from reaching their financial goals. The session will explain the major behavioural biases from which we all suffer and demonstrate how a clear set of investment principles can help investors overcome these biases, improving risk-adjusted returns.

Learning Objectives:

  • Why it is important for your clients to think and act long term
  • The behavioural challenges to long term investment
  • How you can help clients focus on the long term
  • The benefits to your client and you

A Light Lunch will be served from 12.15pm in the lobby area outside the Auditorium.

Parking is available at the onsite multi-storey carpark. Please note parking charges apply.

Please see The Forum's website for more information.

To book this or any of our other events please go to www.cii.co.uk/norwich

Venue
  • 2 Millennium Plain
  • Norwich
  • NR2 1TF
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's 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.