Advisors4Advisors

The bull market, at 25 months-old, is a mere toddler compared to the 10-year bull run of the 1990s. Yet since October 13, 2022, investors have experienced an astonishing rise in the value of the S&P 500 of 68%, while cryptocurrency in November soared to a new all-time high.

This class reminds practitioners about a powerful force in human nature influencing investors in the throes of a bull run:  FOMO.  In addition, behavioral biases including recency bias and the wealth effect are explored.

You'll learn answers to the questions below :  

  • What is FOMO? (10 mins.)
  • Where does FOMO come from? (7)
  • What’s a prudent approach to managing FOMO in clients? (10)
  • What is recency bias? (6)
  • What’s a prudent approach to managing recency bias in clients? (6)
  • What is the wealth effect? (6)
  • What other investor personality traits should practitioners be mindful of amid the roaring bull market? (6) 
  • What are questions advisors asked us about this topic? (4) 

The is the fourth of four financial counseling classes taught by Dr. Frank Murtha in 2024.

• Who Should Attend? Financial Advisors, IARs, CFPs, CPA/PFSs, CIMAs, CLUs and ChFCs. 
• Cost: Free to members of Advisors4Advisors 
• CPE credit: 1 hour, in the Communications and Marketing field of study
• Prerequisites: None
• Advanced Preparation: None
• Course Level: Intermediate
• QAS Self-Study Webinar Replay

The North American Securities Administrators Association (NASAA) has approved Advisors4Advisors (A4A) as an IAR CE provider.  This class has been submitted to NASAA for IAR CE credit approval.

Advisors4Advisors (A4A) is registered as a provider of continuing professional education on the National Registry of CPE Sponsors and approved by the National Association of State Boards of Accountancy (NASBA) as a Quality Assurance Service (QAS) Self-Study Provider, enabling CPA financial planners to earn CPE credit on-demand via webinars on A4A, as well as on live webinars.

Advisors4Advisors is approved as a continuing education sponsor by CFP Board of Standards, which licenses the designation for CFP® professionals and by IWI, which administers the CIMA® and CPWA® designation programs.

If you have a complaint about our service, please contact us. But you can also submit a complaint about A4A to CPE regulators at www.nasbaregistry.org. A4A memberships refunds requested 10 days from signing up are issued unconditionally. Send comments and help requests to [email protected].