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Habits That Harm Investors and How to Handle Them

  • CPA (CA)
  • CMA
  • CPA (US)
  • CFA
  • CPA/PFS
  • CIPM
Habits That Harm Investors and How to Handle Them

1 Credit

FREE

Subject Area

Specialized Knowledge

Webinar Qualifies For

1 CPE credit of Specialized Knowledge for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 CPD credit (Verifiable) for Canadian CPAs

1 PL credit for Chartered Financial Analyst (CFAs)

1 PL credit for Certificate in Investment Performance Measurement (CFA Institute)

1 CPD credit (Verifiable) for CPA/PFS

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

When it comes to money and investing, we're not always as rational as we think we are—which is why there's a whole field of study that explains our sometimes strange behavior.

Studies have demonstrated that behavior rather than performance is the primary driver of success for the typical investor. Activities such as trying to time the market, checking portfolio balances daily and forming emotional attachments to stocks often result in inferior returns. This CPE course will examine these and other destructive behaviors and provide strategies to temper them.

While it’s impossible to predict the future, people who typically have the most successful outcomes have similar habits and common traits and you will find it out in this CPE webinar!

Major topics covered in this online CPE webinar:

  • Shortcuts and its consequences
  • Herd Mentality
  • Myopic Loss Aversion
  • Dalbar Study

Learning Objectives

  • To identify habits, activities and biases that harm investors 
  • To discuss strategies to temper and/or eliminate them
  • To examine the behaviors that drive investment success
  • To differentiate between positive behaviors and negative behaviors
  • To describe the best strategies to manage investment success

Who Should Attend?

  • Business Owner
  • Business Student
  • Chartered Financial Analyst
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Finance Pros
  • Financial Planner
  • Personal Financial Specialist
  • Private Wealth Advisor
  • Wealth Management Advisor
  • Young CPA

Testimonial

4.4

(56)
46%
43%
11%
0%
0%

JD

This presentation was a great summary for some strategies and mistakes when investing in the stock market. The common sense advice was presented in an interesting and informative manner.

SW

n/a

KS

Good personal experiences shared

MK

N/A