Back

Applied Behavioral Economics for Financial Advisors

  • USD 2,650

  • online
  • United States (Berkeley) |
  • Nov, 29th 2022 - Dec, 8th 2022
    • Certificate

    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.

    Program Benefits

    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.

    Faculty

    SHACHAR KARIV
    Global Innovator and Former Chairman of the acclaimed Economics Department at the University of California Berkeley

    *Program faculty is subject to change

    Upcoming

    Haas School of Business

    Financial Data Analysis for Leaders - ONLINE

    • USD 5,250
    • Online
    • Certificate
    Understanding financial statements are essential for assessing a company’s health and making strategic decisions that significantly impact performance. Despite the need, senior business leaders often lack deep ...
    • USD 5,250
    • Online
    • Certificate
    Haas School of Business

    Financial Data Analysis for Leaders

    • USD 7,500
    • Classroom only
    • Certificate
    Financial Analysis for Leaders is designed to provide you with the foundational knowledge of finance and accounting. It will demystify core concepts, clarify financial frameworks and help you unlock the power of ...
    • USD 7,500
    • Classroom only
    • Certificate
    Haas School of Business

    The Executive Coaching Institute

    • USD 20,000
    • Blended
    • Certificate
    The Berkeley Executive Coaching Certificate Program is a ten-day intensive training for executives seeking to become better managers and leaders, as well as individuals interested in becoming executive coaches. Our ...
    • USD 20,000
    • Blended
    • Certificate