April 13, 2027

Webinar

1 CPE Credit

Webinar (CPA Crossings): Behavioral Finance Biases 🗓️

April 13, 2027
Webinar
1 CPE Credit

Webinar (CPA Crossings): Behavioral Finance Biases 🗓️

  • View Bio

    Instructor

    David
    Peters

    View Bio

    David Peters

    Bio

    David Peters, CPA, CFP, CLU, CPCU, MST, MBA, is the founder and owner of Peters Tax Preparation & Consulting in Richmond, Va., as well as a financial advisor for Peters Financial, LLC. He has over 15 years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry. He regularly teaches courses in accounting, finance, insurance, financial planning and ethics throughout the United States.

If you have been a practitioner for any length of time, you know that there is often a difference between what clients should do and what they actually do. Have you ever wondered why that is? In this course, we will explore how we make decisions with less-than-perfect information. Through real-life examples and case studies, we will examine common behavioral biases and how to deal with them. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives

After attending this presentation, you will be able to...

  • Recall the difference between the rational economic person concept and behavioral economics
  • Recognize how common information processing and emotional biases affect client financial decisions
  • Identify how standard of living risk affects a practitioner’s methods in dealing with behavioral biases

Major Topics

The major topics that will be covered in this course include:

  • Overview of biases and standard of living risk
  • Overview of difference between emotional and processing biases
  • Examples of various real life examples and case studies

CPE Credits Available

1 CPE Credit
1
Finance

Things to Know About This Course

Course Level

  • Overview

Professional Area of Focus

  • Economics
  • Finance

Prerequisites

Basic understanding of client financial needs

Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CPAs and financial advisors who want to know more about basic behavioral finance biases exhibited by investors

Provider

CPA Crossings, LLC

Register For This Event

  • COCPA Member

    $ 55 55
    Join

  • COCPA Non-Member

    $ 72 72
    Your Price

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