The opportunities and risks facing financial advisors continue to evolve. Consumer empowerment, regulatory change and emerging technology are disrupting advice and the industry’s value proposition. Fortuitously, behavioral economics and decision science have broken new ground, offering to professionalize how we understand clients and find suitable solutions for them, ushering in advice in the age of the consumer.
This course will take you inside the foundations of behavioral economics since its birth in the 1950s, and will bring you to the frontier of the discipline, revealing the tools and methods that can shape how financial advisors understand what matters most to their clients – their goals, preferences and constraints.
This course is an outstanding opportunity to experience top Berkeley faculty and prominent entrepreneurs and panelists from financial technology and related areas.
Led by Professor Shachar Kariv (recent chair of the Economics Department at UC Berkeley), the workshop combines an immersive blend of theory and practice to challenge conventional thinking and address today’s complex advisory challenges.
Master the new science of client understanding
Learn how behavioral economics brings unique insight to client goals and preferences.
Gain insights on the future of advice
Receive first-hand accounts and perspective from advice leaders who are bringing cutting edge technology to the advisory experience.
Develop a fresh mindset
Acquire new approaches and skills to help clients learn about themselves and shape their behavior.
Build professional credentials
Become a member of the Berkeley Executive Education community and develop your professional edge.
Who Should Attend
The course is designed for seasoned financial planners and advisors who wish to spearhead new methods of understanding and creating value for clients.
*Program faculty is subject to change
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Last updated December 24, 2020
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- USD 5,250
- USD 7,500
- Classroom only
- USD 20,000