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Behavioral Finance: Finance for Normal People – How Investors and Markets Behave

  • CPA (US)
  • CFE
  • CMA
  • CPA/PFS
  • CPA in Canada
  • CFA
  • CWS
  • CFIRS
  • Accountant/Bookkeeper/Tax Professionals
behavioral finance CPE ebooks online

Free (Only Today)

8 Credits

Subject Area

Finance
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Despite finance being a technical subject, it has a human factor. Behavioral finance is a branch of finance that deals with how people behave with reference to making financial decisions. This provides a shortcut for the financial decision-makers who do not know finance as a technical subject, while it adds technicality to the typical finance professionals.

This EBook covers the aspect of how people make financial decisions with a simple and conscious understanding of finance that is the requirement of the changing for an average Joe. It not only covers what finance is but also attempts to explore its evolution in the first and next generations. This EBook helps with an explanation of a rational and psychological that the general members of the public follow.

The following are the key topics covers in this CPE EBook Course:

First-generation of behavioral finance

  • Rational and irrational wants
  • Cognitive and emotional errors

The second generation of behavioral finance

  • Normal wants
  • Cognitive and emotional shortcuts and errors

How you can pursue your wants using cognitive and emotional shortcuts while correcting cognitive and emotional errors.

This CPE Finance EBook provides you a path to achieve all your desired financial objectives.

Learning Objectives

  • To identify normal people want
  • To recognize cognitive shortcuts and errors
  • To identify emotional shortcuts and errors
  • To recognize correct cognitive and emotional errors

Course Qualification

Webinar Qualifies For

  • 8 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 8 General Credit for Accountant/Bookkeeper/Tax Professionals
  • 8 CPD Credit for CPA in Canada
  • 8 CPE Credit for Certified Fraud Examiner (CFE)
  • 8 CPE Credit for Certified Management Accountants (CMA)
  • 8 CPD Credit of Fundamental Financial Planning Concepts for Personal Financial Specialist (PFS)
  • 8 PL Credit for Chartered Financial Analyst (CFA)
  • 8 CE Credit for Certified Wealth Strategist (CWS)
  • 8 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)

Additional details

  • Course Level :
    Basic
  • Credits :
    8
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

About Presenter

Meir Statman

Professor, Santa Clara University Leavey School of Business

Meir Statman is the 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? 

Meir’s research has been published in the Journal of Finance, the Journal of Financial Economics, the Review of Financial Studies, the Journal of Financial and Quantitative Analysis, the Financial Analysts Journal, the Journal of Portfolio Management, and many other journals.  The research has been supported by the National Science Foundation, the CFA Institute Research Foundation, and the Investment Management Consultants Association (IMCA).  

Meir is a member of the Advisory Board of the Journal of Portfolio Management, the Journal of Wealth Management, the Journal of Retirement, the Journal of Investment Consulting, and the Journal of Behavioral and Experimental Finance, an Associate Editor of the Journal of Behavioral Finance, and the Journal of Investment Management and a recipient of a Batterymarch Fellowship, a William F. Sharpe Best Paper Award, two Bernstein Fabozzi/Jacobs Levy awards, a Davis Ethics Award, a Moskowitz Prize for best paper on socially responsible investing, a Matthew R. McArthur Industry Pioneer Award, three Baker IMCA Journal Awards, and three Graham and Dodd Awards.  Meir was named as one of the 25 most influential people by Investment Advisor. He consults with many investment companies and presents his work to academics and professionals in many forums in the U.S. and abroad. 

Meir received his Ph.D. from Columbia University and his B.A. and M.B.A. from the Hebrew University of Jerusalem.

About Company

Santa Clara University Leavey School of Business

www.scu.edu/

Located 40 miles south of San Francisco in California’s Silicon Valley, Santa Clara University offers rigorous undergraduate curricula in the arts and sciences, business, and engineering. It has nationally recognized graduate and professional schools in business, law, engineering, pastoral ministries, counseling psychology, education, and theology.

Founded in 1851 by the Society of Jesus as “Santa Clara College,” SCU is California’s oldest operating institution of higher learning. It was established on the site of Mission Santa Clara de Asís, the eighth of 21 California missions. The 8,800-student university draws upon more than 450 years of the Jesuit tradition of educating the whole person for service and leadership.

Santa Clara University is a Jesuit, Catholic university that educates citizens and leaders to build a more just, humane, and sustainable world. In addition to abundant career opportunities provided by our ideal location, students have access to a variety of educational, cultural, and recreational activities. The 106-acre campus features beautiful gardens and landscaping, and has more than 51 buildings, including 10 residence halls, two libraries, a student center, and extensive athletic facilities.

The 2013 edition of U.S. News & World Report’s “Best Colleges” ranked SCU among master’s universities:

• No. 2 comprehensive university in the West
• Highest average freshman retention rate (93%) in the West
• Highest average graduation rate (86%) in the West
• No. 14 undergraduate engineering program in the U.S.


Named as one of the nation’s top 75 institutions for undergraduate education by Forbes magazine’s “List of America’s Top Colleges,” SCU was also listed as one of the top 50 in the nation for the best value among private universities in Kiplinger’s Personal Finance magazine. The undergraduate business program is No. 35 in the nation, according to “The Best Undergraduate B-schools,” by Bloomberg Businessweek magazine.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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Ratings and Review

4.3

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