On-Demand


2 CPE Credits

Surgent's Six Common Barriers to Investment Success

On-Demand
2 CPE Credits

Learning Objectives

  • Recognize the behavioral biases that may negatively affect financial decision-making
  • Overcome these biases so as to be better able to meet long-term financial goals

Major Topics

  • Availability bias
  • Herding
  • Loss aversion
  • Present bias
  • Anchoring
  • Home country bias

CPE Credits Available

2 CPE Credits
2
Economics

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

All practitioners and their clients

Provider

Surgent CPE

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