Through the Lens of Behavioural Finance: Helping Clients Make Better Financial Decisions

Financial Advice & Services
Industry Knowledge
CPD: 1 Hour(s)

As a finance professional you have probably studied the field of behavioural finance in order to understand how to make better financial decisions. But many clients are still oblivious as to why they are in the financial position they find themselves in, unaware of the unconscious influences on their financial decision making.

There is a huge opportunity for financial advisors to help their clients improve their finances not only by helping them invest in the most suited funds, but also by teaching them how to become more aware of the dynamics behind each financial decision they face.

In this webinar, learn how to help clients make better financial decisions, through the lens of behavioural finance.

Participants may be able to apply 1 hour towards meeting their annual continuing professional development obligations. It is the individual's obligation to determine relevance of CPD to their license conditions. Please see our terms and conditions and privacy policy.

Speaker

Mandi Rafsendjani

High Performance Trading

Mandi is a Performance & Mindset Coach and an active DAX trader. For the past 15 years she has worked with finance professionals across the globe helping them to improve their performance and build a long term sustainable successful finance career.

Ida Wong GAICD F FIN (Moderator)

Partner, Investment Advisor (LGT Crestone Wealth Management)

With over 20 years of banking and finance experience, Ms Wong was former Chair & current committee member of FINSIA Regional Council SA & NT.

She was in Sydney working across the Credit Suisse segments of Alternative Investments (Private Equity) & Private Banking and returned to South Australia with a young family to join the retail banking network across Westpac, CBA, Westpac Private, BankSA, BankSA Private. At Westpac Group, Ms Wong led a team in the role of Regional Executive (Area Manager) across multi-brand teams of Westpac Premier Banking, BankSA Private Bank and Mobile teams. She is currently Investment Advisor at LGT Crestone.

Volunteering for over 30 years, Ms Wong is passionate about making a difference by bringing like-minded individuals together to support and value-add to community & charities.

Ms Wong is a Fellow of FINSIA, and a graduate of the Australian Institute of Company Directors.