There are a lot of various ways to help your organization learn about Behavioral Finance topics in order to make better decisions for themselves and their clients.
Speaking to your organization, team, or congregation on a wide variety of topics. Some examples include, but are not limited to. Please contact me with any inquiries.
A behavioral look at possible explanations and how to overcome these issues.
Our risk attitude, as well as others, influences a large number of life and financial decisions. Learn how to identify risk attitudes and improve decision-making through this understanding.
How our mental health and beliefs about money affects our wealth and well-being.
Tailored from 1-4 hours to meet your organizations needs. Some topics examples include, but are not limited to. Please contact me with any inquiries.
We learn about our behavioral bias tendencies and discuss ways to identify good and bad heuristics (mental shortcuts).
How we can harness better behaviors that drive personal finance growth.
Tailored from 10-40 hours to meet your organizations needs
A comprehensive look at Behavioral Finance with interactive activities and surveys, plus online quizzes.
Full Behavioral Finance course, which is structured similarly to a standard, 3 credit upper-level Undergraduate course.