Behavioral Finance & Investor Personalities

When:  Apr 24, 2019 from 3:00 PM to 4:00 PM (ET)
The April 2019 Investment Planning Knowledge Circle presentation will be held on Wednesday, April 24th at 3 pm ET.

Guest speaker Marguerita Cheng, CFP® with Blue Ocean Wealth will be presenting, "Behavioral Financial & Investor Personalities."

Most studies in finance are founded on the idea that every investor screens all the information before making an investment decision. Recent studies on financial psychology and behavioral finance reveal that psychology influences financial planning and investment decisions. Psychology involves the study of the human mind, its functions and the outcome-behavior. It is critical for financial planners to understand their clients' behavior and help them understand how they can influence their investment and planning decisions.

The presentation discusses the meaning of

  1. Psychology-Financial Psychology
  2. Behavioral Finance- The Big Five Personalities and their Influence on Financial Planning and Investment Decisions: Extraversion • Neuroticism • Openness • Conscientiousness • Agreeableness

Lastly, the presentation discusses Investor Personalities: Independent • Follower • Accumulator • Preservers

Learning Objectives:

  1. To understand the psychological behavior and personalities of investors.
  2. To learn the psychology behind investor’s decisions
  3. To know and understand the weaknesses and strengths of investors so that you can know how to influence their decisions
  4. To learn how to influence your investors in a positive and right manner.
This Knowledge Circle is worth 1 CFP CE credit. You will need to participate in the live session to be able to earn CE.  Listening to the recording will not earn CE.

Participation is limited to the first 100 people that sign into the call.


Online Instructions:
Login: Dial by your location +1 929 205 6099 US (New York) +1 669 900 6833 US (San Jose) Meeting ID: 678 701 600 Find your local number: