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Are humans always rational? What factors influence their financial decisions? How can financial advisors guide their clients toward choices that lead to optimal outcomes?  

To answer these questions, CSI has collaborated with BEworks, a leading behavioral economics consulting firm. Our joint purpose is to provide financial advisors with insight into behavioral economics, thereby enabling them to build better relationships with their clients. 

Who should enrol?

Financial services professionals, including those in the following roles, who want to understand behavioral economics and put its concepts to work in their practice while earning CE Professional Development credits: 

  • Financial advisors 
  • Mutual fund dealing representatives 
  • Investment advisors  
  • Financial planners 
  • Wealth managers