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Wealth Management Series

Behavioral Finance, Nudging And Wealth Management

Course Objective:

This course is to cover one of the hottest topics in finance and apply the researches of behavioral finance to understand the actual decision-making process of people. In particular, we would introduce the concept of nudging and libertarian paternalism, as promoted by 2017 Nobel Laureate Richard Thaler, to provoke better clients choices that can benefit themselves in the realms of financial decision making.



3 hours

Course Content:

  • Behavioral finance, nudging, choice architect and libertarian paternalism

  • Cognitive biases and psychological traits related to wealth management business

  • When should we nudge people and important principles of nudging

  • Worldwide and local policy application of nudging


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