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How to Create a Behavioral Policy Statement, And Why You Should

Session Speakers
Session Description

Why attend:
Create a behavioral policy statement to help clients manage their expectations, filter out noise, and stick with their investing strategy.

Session details:
Are you helping your clients avoid distracting market signals? In an extended workshop session, Jay Mooreland will discuss the importance of creating a behavioral policy statement to keep clients focused and review its essential elements, including how to manage investment and investor expectations and other best practices. Delve into:

  • Which essential items need to be part of a behavioral policy statement and what not to include
  • How to effectively present and use a policy in your client framework
  • How to identify and select the best coaching points for your behavioral policy statement

Additional Information
CIMA-1.5 hrs, CE-1.5 hrs
Pre-Conference Session
1h 30m
Session Schedule