Applied Behavioral Economics Knowledge Circle
A community for financial planners exploring the intersection of behavior and finance.
The Applied Behavioral Economics Knowledge Circle is a dedicated community within FPA that brings together financial planners interested in the intersection of human behavior and financial decision-making. Here, professionals connect, learn, and support one another as they deepen their understanding of behavioral economics and its impact on improving client outcomes.
Why It Matters
Traditional financial models often assume rational decision-making; however, real-world behavior frequently deviates due to cognitive biases and emotional influences. By participating in the Applied Behavioral Economics Knowledge Circle, financial planners can deepen their understanding of these behavioral factors, stay informed about relevant research, and collaborate with peers to develop strategies that account for human behavior. This community empowers professionals to provide informed and personalized guidance, ensuring that clients make decisions aligned with their goals and values.
Key Focus Areas
Understanding Cognitive Biases
Explore how biases like loss aversion, mental accounting, and overconfidence impact financial decisions and learn techniques to mitigate their effects.
Behavioral Strategies in Planning
Stay informed about applying behavioral economics principles to financial planning, including choice architecture and nudging techniques.
Enhancing Client Communication
Develop skills to effectively communicate complex financial concepts by considering clients' behavioral tendencies and decision-making processes.
Get Connected
Join your peers in the Applied Behavioral Economics Knowledge Circle and take part in discussions, knowledge sharing, and professional growth. Open to all FPA Members.
Looking for more ways to connect? Explore all of FPA’s Knowledge Circles and find the communities that resonate with you.
Upcoming Live Applied Behavioral Economics Knowledge Circles
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Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 05/21/2025 at 10:00 AM (MDT)
Brought to you by the Applied Behavioral Economics Knowledge Circle, this session integrates behavioral finance and financial intelligence by emphasizing values-based decision-making.
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- Member - Free!
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On-Demand Applied Behavioral Economics Knowledge Circle
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Product not yet rated Contains 3 Component(s)
Have you considered enhancing your practice by integrating financial, behavioral and client psychology?
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- Non-member - $29
- Member - Free!
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Contains 3 Component(s)
Financial advisors know that their clients often make investment decisions that may not be purely rational.
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Register
- Non-member - $29
- Member - Free!
- More Information
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