Backgrounder: Finology

Portfolio Construction Forum  |  2.25 CE

Finology is where investing meets investorsTM. Finology is the interesting and unique mix of behavioural finance (“FIN”) and investor psychology (“OLOGY”) as it relates to giving investment advice to individual investors. Both behavioural finance and investor psychology are necessary – but neither is on its own sufficient – to ensure quality advice. Together, they are the “whole that is greater than the sum of its parts”. The finology discipline complements the continuous development of your investment philosophy by focusing on identifying investing biases, beliefs and behaviours and the investment outcomes. Finology is t...

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Led by behavioural finance expert, Herman Brodie, the Behavioural Finance - Investment Decision-Making course will help you identify, analyse and evaluate the principal human preferences that influence decision-making in situations of uncertainty, so you can recognise and identify these preferences in others, to improve investment decision-making.

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