FALL CONFERENCE

Workshop


Tuesday, November 22
@ 2:45pm – 3:45pm ET

Behavioural finance: Embracing investor behaviour

Seeking insight and techniques to help clients stick to their long-term investment plan and avoid jeopardizing the long-term health of their wealth? Particularly during times of uncertainty or market volatility? Join us for a look at some of the most common human behaviors – such as loss aversion, herding, overconfidence, and familiarity bias – and how these behaviors influence clients’ investment decisions. We will also discuss particular techniques advisors can utilize to potentially create better investment outcomes for clients by helping them stay on track toward their goals.

Nancy Fahmy, a Senior Director for the Business Solutions Group in Russell Investments’ Advisory & Intermediary Solutions Portfolio & Business Consulting Group.. In this role, Nancy delivers strategic business planning and ongoing consulting to investment advisors across the U.S. and Canada.

This workshop is organized by the Wealth Creation & Management Issue Group.

CE Credits

The following list of CE credits available, subject to course approval (T = tentative)

  • Institute for Advanced Financial Education (Advocis) – 1.00(T)
  • FP Canada – 1.00(T)
  • Alberta Insurance Council – 1.00(T)
  • Insurance Councils of Saskatchewan – 1.00(T)
  • Insurance Council of Manitoba – 1.00(T)
  • Chambre de la sécurité financière (Québec) – 1.00(T)

Speakers

Nancy Fahmy, RCC
Senior Director, Business Solutions Group
Russell Investments
View Biography
Moderator: Cathy Harman, CLU, CFP, CHS, TEP
Wealth Insurance Advisor, TD Wealth
View Biography

TICKETS

Conference Registration

Early Bird registration will be open until Friday, October 21. Registration closes after Friday, November 18.

Register Now!