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Key Points

Course Summary

This exploration of the human psychological element at play in investment decisions will take you through the differentiation between traditional and behavioral finance theories, some common behavioral biases and their potential impact on investment decision-making, and techniques for combating these biases
 

Course Objectives
  • Differentiate between traditional finance theory and behavioral finance theory
  • Recognize common behavioral biases and interpret their implications
  • Employ strategies that may help your clients steer clear of the potential pitfalls of their behavioral biases
     
Course Agenda

Chapter 1: Why Investors Act Irrationally

Chapter 2: Behaviors That Lead to Investment Mistakes

Chapter 3: Techniques That Can Help Mitigate Behavioral Biases

This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. It does not constitute legal or tax advice. Franklin Templeton Investments (“FTI”) shall not be liable to any user of this document or to any other person or entity for the inaccuracy of information or any errors or omissions in its contents, regardless of the cause of such inaccuracy, error or omission. All investments involve risks, including possible loss of principal.

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