Loss Aversion: How Does it Affect Your Investment Strategy? 1 Credit
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This course is valid up to December 31st, 2023 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.
Of the many fascinating human traits that behavioral economists study, one of the few that has been quantified is our loss aversion.
We hate losing just about twice as much as we like winning. And yet, the loss is a part of life, and it’s an important - even a necessary - part of a sensible investment strategy.
Key topics Covered:
In this CPE Finance Webinar, we’ll look at some of the important concepts of loss aversion and its impact on investment strategy.
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Finance for CPA in Canada | 1 CPD | Eligible |
| Investment Planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Investment Decision Making for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Investments for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Investments for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Investments for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Investments for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Investment Planning for Personal Financial Planner (PFP) | 1 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) | 1 CPD | Eligible |
| Investments for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Investments for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Investment Decision Making for CIPM | 1 PL | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
| Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01321-22-S) | 1 CE | Approved |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Finance for CPA in Canada | 1 CPD | Eligible |
| Investment Planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Investment Decision Making for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Investments for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Investments for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Investments for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Investments for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Investment Planning for Personal Financial Planner (PFP) | 1 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) | 1 CPD | Eligible |
| Investments for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Investments for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Investment Decision Making for CIPM | 1 PL | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
| Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01321-22-S) | 1 CE | Approved |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Finance for CPA in Canada | 1 CPD | Eligible |
| Investment Planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Investment Decision Making for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Investments for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Investments for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Investments for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Investments for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Investment Planning for Personal Financial Planner (PFP) | 1 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) | 1 CPD | Eligible |
| Investments for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Investments for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Investment Decision Making for CIPM | 1 PL | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
| Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01321-22-S) | 1 CE | Approved |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Finance for CPA in Canada | 1 CPD | Eligible |
| Investment Planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Finance for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Investments for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Investments for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Investments for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Investments for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Investment Planning for Personal Financial Planner (PFP) | 1 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) | 1 CPD | Eligible |
| Investments for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Investments for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Investment Decision Making for CIPM | 1 PL | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
Credit
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
JD
Excellent presentation on the psychology of investing and how people react to losses. Good information on risk tolerance and missed opportunities based on risk aversion
SS
Excellent presenter and presentation. Well paced, good info, good examples. One of the best seminars I have seen here.
Dec 26, 09:00 AM ET
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