Loss Aversion: How Does it Affect Your Investment Strategy?

  • Accountant
  • CPA/ABV
  • CPA (CA)
  • CFP (US)
  • CGFM
  • CMA
  • CPA (US)
  • CVA
  • CA - ICAEW
  • CFA
  • CPA/PFS
  • ChFC
  • ACCA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CBA/MCBA
  • FPAC
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: June, 2022

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • What is behavioral economics
    4 mins
  • Which do you choose?
    9 mins
  • Loss aversion and the endowment effect
    15 mins
  • Paralysis: Real life example
    29 mins
  • Loss aversion and investing
    45 mins

Course Description

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, loss is a part of life, and it’s an important - even a necessary - part of a sensible investment strategy.

In this CPE Finance Webinar, we’ll look at some of the important concepts of loss aversion and its impact on investment strategy. 

Learning Objectives

  • To explore some of the recent research on loss aversion by leaders in the field.
  • To examine how and when losses are a normal and appropriate part of an investment portfolio.
  • To consider the relationship between losses and diversification.
  • To learn some coping mechanisms for accepting investment losses and explaining them productively to clients.

Recommended For

  • This CPE webinar is recommended for CPA, CVA, CBA/MCBA, ABV, CMA, CFA, CFP, CIPM, PFS, FPAC, ChFCA, CASL, ChSNC, RICP, WMCP, FSCP, CGFM, CFIRS, CWS, and other finance professionals who want to understand the important concepts of loss aversion and its impact on investment strategy.
  • This CPE/CPD course is also helpful for Canadian CPAs, CA - ICAEW, ACCA, CA - Ireland, CA - Scotland, and CPA – Ireland wanting to learn how and when losses are a normal and appropriate part of an investment portfolio.

Who Should Attend?

  • Certificate in Investment Performance Management
  • Certified Financial Planner
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • Chartered Financial Analyst
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Finance Pros
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 General Credit for Accountant/Bookeeper
  • 1 CPD Credit of Finance for Accredited in Business Valuation (ABV)
  • 1 CPD Credit of Finance for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit for Certified Government Financial Manager (CGFM)
  • 1 CPE Credit of Corporate Finance for Certified Management Accountants (CMA)
  • 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1 CPE Credit of Finance for Certified Valuation Analyst (CVA)
  • 1 CPD Credit for CA - ICAEW
  • 1 PL Credit of Investment Decision Making for Chartered Financial Analyst (CFA)
  • 1 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
  • 1 CPE Credit of Investments for Chartered Financial Consultant (ChFC)
  • 1 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1 CPE Credit for Financial Services Certified Professional (FSCP)
  • 1 CPE Credit of Investments for Chartered Advisor in Senior Living (CASL)
  • 1 CPE Credit of Investments for Chartered Special Needs Consultant (ChSNC)
  • 1 CPE Credit of Investments for Retirement Income Certified Professional (RICP)
  • 1 CPE Credit of Investments for Wealth Management Certified Professional (WMCP)
  • 1 PL Credit of Investment Decision Making for Certificate In Investment Performance Measurement (CIPM)
  • 1 CPE Credit of Finance for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 1 CRE Credit for Certified Corporate FP&A Professional (FPAC)
  • 1 CE Credit for Certified Financial Planner (US) (Approval No. 303369)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    QAS Self Study
  • 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

Heather Liston, CFP®, EA

Vice President, HARGRAVE FIDUCIARY ADVISORS

Heather is a Certified Financial Planner (CFP®) specializing in resource planning for all of life, with special attention to retirement preparation and the combining and managing of assets in new or changing relationships. She also holds the IRS’s Enrolled Agent credential, as evidence of her expertise in income tax planning. Heather loves helping individuals, couples, and small businesses meet their long-term goals while also enjoying their assets and opportunities in the present.

She did her undergraduate work in liberal arts at Princeton University and earned a Masters in Accounting at the New York University Graduate School of Business Administration and a Certificate in Personal Financial Planning from the University of California at Berkeley.

Heather’s volunteer work includes positions as Board Treasurer for the Marin Shakespeare Company and Programs Co-Chair for San Francisco Financial Planning Day, and she’s a Sierra Club Leader and a long-time Fund Drive Supervisor for KQED Radio.

She is available for a single consultation, an ongoing advisory relationship, and/or creation and monitoring of a comprehensive plan. She does not manage investments or sell products, although she can refer you to appropriate people who do.

About Company

HARGRAVE FIDUCIARY ADVISORS

hargravefa.com

Hargrave Fiduciary Advisors offers a team-focused approach, which gives clients individualized attention and personalized service.

With an average of 15 years of experience each in corporate retirement planning, our staff offers expertise and market knowledge that helps our clients’ retirement plans succeed.

Faq

FAQs content

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Ratings and Review

4.6

14 Ratings

Excellent

9

Very Good

4

Average

1

Poor

0

Terrible

0

SS

Susan Schreiner, CFP (US), EA

Jun 11th, 2022

Excellent presenter and presentation. Well paced, good info, good examples. One of the best seminars I have seen here.

YD

Yuko Dubois, CFP (US), EA

Jul 27th, 2022

love these all series

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