Meir provides an easy-to understand approach to creating a strong foundation for client relationships. Meir has advanced behavioural finance to a second generation, which accepts people’s wants and distinguishes wants from errors, thereby providing a truer portrait of normal people. People want three types of benefits—utilitarian, expressive, and emotional— from every activity, product, and service, including financial ones. With this understanding, investment professionals can serve investors better, and form deep client relationships.
- Understand what your clients really want
- Communicate financial advice effectively
- Strengthen your relationship with clients
This online video can be accessed at any time, up to the calendar year end if purchased in the first half of the year; or up the subsequent calendar year end if purchased in the second half of the year.
In order to purchase this course CFA Society Switzerland members and guests must set up and login with a CFA Institute Id#.
CHF 100 for non-members.
CHF 60 for members of CFA Society Switzerland.
Glenn Klimek Professor of Finance at Santa Clara University. His research focuses on behavioral finance. He attempts to understand how investors and managers make financial decisions and how these decisions are reflected in financial markets. His most recent book is “Behavioral Finance: The Second Generation,” published by the CFA Institute Research Foundation. The questions he addresses in his research include: What are investors’ wants and how can we help investors balance them? What are investors’ cognitive and emotional shortcuts and how can we help them overcome cognitive and emotional errors? How are wants, shortcuts and errors reflected in choices of saving, spending, and portfolio construction? How are they reflected in asset pricing and market efficiency?