Addressing Harmful Industry Bias
By CE Corner
Good financial advice is rooted in evidence. But financial advisors may have blind spots that prevent them from providing their clients with such good advice.
In this course, John De Goey, an author and portfolio manager, presents industry-related research and quotes well-known economists, philosophers and investors as he aims to persuade advisors to examine their blind spots, or biases, and create evidence-based practices.
While most courses help you learn what you didn’t already know, this course will “challenge you to question the things you think you know and to question whether or not you ought to reconsider them,” De Goey says.
After taking this course, financial advisors will understand:
• research on investment performance and the misguided beliefs of advisors
• potential reasons why misguided beliefs persist
• how to address misguided beliefs
Accreditation Details
Accreditation body
Competency
Credits
The Institute
Ethics
--
Financial Planning
0.75
Practice Management
--
Product Knowledge
--
IIROC Cycle 9
Professional Development
--
Compliance
0.75
MFDA
Professional Development
--
Business Conduct - Non-Ethics
0.75
FP Canada
Professional Responsibility
--
Product Knowledge
--
Practice Management
--
Financial Planning
0.75
