Published: January, 2022
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:
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.
CFA/CPA/CFP/Registered Investment Advisor, American Portfolios Financial Services Inc.
Daniel G. Mazzola is an investment advisory representative with American Portfolios Advisors Inc. He is a Chartered Financial Analyst, Certified Public Accountant and Certified Financial Planner. Mr. Mazzola has developed a series of Financial Literacy workshops which are conducted monthly for the patrons of the Freeport Public Library, and is the appointed chairman of the Pro Bono committee of the Financial Planning Association of Long Island.
Providing optimal service and support to the financial service professionals, their staff, and their clients as well as all others who use our services is one of American Portfolios’ core responsibilities. We must strive to meet our customers’ needs with the highest level of quality and dedicate ourselves to setting the standard of service excellence for our industry.
Mar 23rd, 2022
Having researched and written about cognitive blinders, much of the material was more refresher than new to me, but it's always a good idea to revisit the themes to see where we have let them creep back into our own behavior.
Mar 18th, 2022
Watched the entire program. When I completed watching the presentation, I went to take the quiz and was notified that an error had occurred and the page had to reload. When I went to take the final quiz, I received a message that I had to watch the entire presentation in order to take this quiz. So I had to sit through the presentation twice. This happened with another course as well..