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Wealth Management Series

The Psychology Of Asset Allocation & Financial Planning

Course Objective:

This course will discuss classical financial planning practices and shortcomings. We will introduce the latest development of the novel domain of finance: behavioural finance, and also the application of behavioral finance in asset allocation, product suggestion and financial planning practices. Through discussion of theories and practices of behavioural finance, wealth management professionals can better communicate with their clients.



3 hours

Course Content:

  • Asset allocation, policy-based financial planning and efficient frontier

  • Behavioral finance approach to financial planning: (i) Mental accounting and other biases of investors; (ii) Behavioral portfolio theory and other approaches of product suggestion; (iii) Psychological traits and product suggestion


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