Behavioural Bias – Consumer Duty and Better Client Outcomes with Joe Wiggins
Behavioural Bias
The FCA’s Consumer Duty specifically says firms must understand and take account of how behavioural biases can impact consumer needs and decision-making.
However, this is not just another Consumer Duty discussion!
In this session, Joe will combine his academic knowledge of behavioural finance and his front-line portfolio manager experience to highlight and discuss the major behavioural biases that impact investors and frequently lead to bad choices and disappointing investment outcomes. He will also provide guidance on how we can best avoid these mistakes and make better investment decisions.
This session will be most useful for advisers who have responsibility for or oversight of their clients’ investment portfolios and invest in funds.
It will have the following learning objectives:
- Understand how behavioural biases influence our choices.
- Develop awareness of how behavioural biases can have a negative impact of our investment decisions and outcomes.
- Help to develop plans for avoiding these behavioural pitfalls and improving decision making.
Registration from 9:00
Start 9:30 Close 12:30
Free parking at Hylands House for all PFS attendees.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
2 1/2 hours' CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.