Psychology of InvestingOct 31, 2017

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Key Points

Take this fascinating tour of the biases built into the human decision-making process, and learn how to apply your new insights to inform and guide your clients.

Course Summary

Over three chapters, explore competing schools of thought, the inner workings of some common biases, and three techniques investors can use to take charge of their decision-making process.

  1. Why Investors Act Irrationally
  2. Five Behaviors that Can Lead to Investment Mistakes
  3. Three Investment Techniques to Help Mitigate Behavioral Biases

Learning Objectives

This course is designed to teach you to be able to:

  • Differentiate between Traditional and Behavioral finance theories
  • Recognize some common behavioral biases and explain how they may impact investment decision-making
  • Discuss three techniques that may help you and your clients reframe their approach to investment decision-making

Accreditation

Please contact your local Franklin Templeton office or email us at franklintempletonacademy@franklintempleton.com for accreditation details.



Important Legal Information

Issued by Franklin Templeton Investments Australia Limited (ABN 87 006 972 247) (Australian Financial Services License Holder No. 225328), Level 19, 101 Collins Street, Melbourne, Victoria, 3000. 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.

Franklin Templeton Investments Australia Limited

Level 19
101 Collins Street
Melbourne, VIC 3000
tel 1800 673 776
Level 30
88 Phillip Street
Sydney, NSW 2000

www.franklintempleton.com.au

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This website is maintained by Franklin Templeton Investments Australia Limited (ABN 87 006 972 247) (Australian Financial Services Licence Holder No. 225328) for information purposes only and not investment or financial product advice. It expresses no views as to the suitability of the services or other matters described herein to the individual circumstances, objectives, financial situation, or needs of any recipient. Investments entail risks, the value of investments can go down as well as up and investors should be aware they might not get back the full value invested. For additional information, visit www.franklintempleton.com.au or by call 1 (800) 673 776.