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 

Addressing Harmful Industry Bias

Accreditation Details

Accreditation body
Competency
Credits

The Institute/IAFE

Ethics

--

Financial Planning

0.75

Practice Management

--

Product Knowledge

--

IIROC Cycle 9

Professional Development

--

Compliance

0.75

MFDA (2021-2023)

Professional Development

--

Business Conduct - Non-Ethics

0.75

FP Canada

Professional Responsibility

--

Product Knowledge

--

Practice Management

--

Financial Planning

0.75

FSRA

Life and/or A&S

0.75

CIRO Cycle 10

Professional Development

--

Compliance

0.75

MFDA (2023-2025)

Business Conduct - Ethics

0.75

Business Conduct - Non-Ethics

--

Professional Development

--

Course Type:

Video

Passing Grade:

7/10 (70%)

Categories:

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