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Behavioral Finance: FPASV Member Luncheon

UCSC Silicon Valley Extension
Event organized by UCSC Silicon Valley Extension

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April 2018 Financial Planning Association of Silicon Valley Chapter Luncheon Meeting: Behavioral Finance

This event is open UCSC Extension Personal Financial Planning students.

(previously titled Heuristics, Biases and Nudges—Topics from the Frontier of Financial Planning)

Neuroscientific research tells us that genetically only some people are born to make prudent financial decisions. Our keynote speaker Herb Shefrin, Ph.D., will focus on how insights from neuroscience and behavioral finance impact financial planning and the work of financial planners, especially in the digital age. Discussion topics will include the planner-doer framework, heuristics, biases, and nudges that figured prominently in the 2017 Economics Nobel awarded to Richard Thaler. In awarding the 2017 Economics Nobel to Richard Thaler, the Nobel committee highlighted three accomplishments, of which two involved the work that Thaler and Shefrin did together.

Learning Objective: Knowing how clients think and how their biases and mental shortcuts may affect thinking can help advisors help their clients make and stick with prudent decisions.

HERSH SHEFRIN, Ph.D., is the Mario L. Belotti Professor of Finance at Santa Clara University and one of the pioneers in a behavioral approach to economics and finance. In 2009, J.P. Morgan Chase ranked his behavioral finance book Beyond Greed and Fear as one of the top 10 books published since 2000. He received his Ph.D. from the London School of Economics in 1974. He writes a monthly blog post for Forbes and can be followed on Twitter at @HershShefrin.

CE: 1.5 hours CFP CE has been granted for this session by the CFP Board.

Early Registration $40 members, $60 non- members.
At the door $60 for FPA members, $75 non-members.

Featured Partner: Matt Beck, American Century Investments