The act of investing almost always has a purpose, a goal.
However, all too often, investors fail to do what’s necessary to increase the probability of reaching their goals. The causes range from too little investment literacy to disadvantaged (emotionally biased) decision-making or poor planning.
Advisors need a simple, effective guide that can help them understand how their goals, the path towards those goals and their choices along the way are what help or hinder the probability of their success. Decisions about investments – or what to invest in – pale in comparison.
This presentation will use a simple, “changing” graphic to help make sense of investment planning and the related choices that invariably arrive over time.
In “Everything You Need to Know… About Investing” one-hour webinar with Michael Falk, CFA, CRC®, you will:
- Gain respect for how just four (4) key concepts impact success;
- Learn how situational choice architecture(s) that helps drive success;
- Discover how the tacking in sailing relates to investing;
- And… more.
Overall Rating: 4.5 / 5
Retail: $29.00Add to Cart
This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
Your presenter is Michael Falk, CFA, CRC®, Partner with the Focus Consulting Group – Behavioral Finance & Investment Management Expert.
Michael Falk was the CIO in charge of manager due diligence and asset allocation for a multi-billion dollar advisory. His background includes extensive asset allocation research and portfolio development expertise along with a a multi-faceted understanding of behavioral finance and retirement issues.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
Invest in Your Retirement Expertise
1 hr CFP®, CRC®, and other CE Credit Reporting
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We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee.