Introduction
Claradan Workshops
Claradan sets itself apart from its peers by bringing the subject of behavioural analysis alive through its experiences of successfully applying this knowledge to real situations and solutions over many years. Claradan’s series of Applied Behavioural Finance workshops is the result of this work.
The trading series is the product of over 25 years trading in London, Dubai and Tokyo in a variety of products. The application and utilisation of behavioural knowledge in individual performance management and development as well as in the identification of market trends and opportunities.
Claradan has published financial market analysis from a behavioural perspective for several years and this content can be found online:
FT Alphaville, Twitter, Linkedin, Claradan’s View Blog as well as industry publications.
Claradan’s business applications of Behavioural Finance are derived from its consultancy work in a variety of areas including; Software, Tax Advisory, Accountancy, Financial Services and Commercial Property.
Behavioural Finance Wealth Management
Course Outline
- Behavioural Biases and the Retail investor
- The common behavioural biases influencing retail investors
- Portfolio effects of behavioural biases.
- Risks and Opportunities Behavioural Finance presents Wealth Management
- How clients are likely to act when being influenced by behavioural biases in specific market conditions
- Greed and Fear
- Ensuring the client understands the risks behavioural biases pose in their portfolio performance
Course Objectives
Providing wealth managers with appropriate knowledge in behavioural Finance to educate their clients and increase client fund retention.
Who Should Attend?
Fund Managers, Wealth Managers, Financial Advisers, IFA’s,
Learning Outcomes
- The ability to recognise behavioural biases influencing client decision making.
- Sufficient knowledge to educate clients on the risk of behavioural biases
- The ability to increase retention of client funds
Contact
sales@claradan.co.uk
