Portfolio Construction Forum - Finology Summit Feb 2019

Portfolio Construction Forum - Finology Summit Feb 2019

THE behavioural finance (and much more) program of the year. 

In our society, it’s critical that every individual has a clear perspective about money, and the role that it plays in their present and future well-being. But money means different things to different people. People also have different perspectives on money, based on their experiences. Finology explores the relationship between human beings and money in our society. It is the emerging (and converging) research field covering the study of minds, customs and behaviours with respect to money. It incorporates behavioural finance and much, much more.

Portfolio Construction Forum's particular passion for finology is as it applies to the giving and receiving of quality investment advice - where investing meets investors.

Finology Summit will further improve the way you relate with individual investors - and/or help others who must do so. 

Register below! Finology Summit 2019 - 20-21 February 2019!

Financial Advice NZ Members enjoy a 10% discount of the registration fee - please provide your Financial Advice NZ membership number to them

Register directly with Portfolio Construction Forum by clicking on the link 

CPD - 13 hours for two day event
Area:  Investment Planning
Level: Advanced

Program Overview

Finology Summit does not begin and end with the one-day program itself. Like all our continuing professional development programs, it is an integrated learning program with preparation, participation and review.

Before - Pre-reading

To maximise your learning, you will be provided with pre-reading aimed at boosting your knowledge and getting you thinking about the issues to be addressed at Finology Summit. The pre-reading is assumed prior knowledge for all delegates.

During -Critical Issues Forum & Due Diligence Forum

The one-day Finology Summit program is designed by our specialist, experienced and independent team, and features sessions led by our faculty of international and local experts from across the finology field.

Finology Summit is not just a talk-fest. Delegates are issued with an app through which they can record their thoughts, key takeouts and implementation implications, to put what they've heard into practice when building investor portfolios. Delegates vote on the high conviction ideas presented, to help determine which ideas they'll investigate further after Finology Summit and their key takeouts to put into practice when relating to investors.

After - Resources Kit

After Finology Summit, delegates' learning continues via an extensive online Resources Kit – an invaluable set of continuing education material including the presentations, videos, podcasts, and papers from the program. You can revisit the program, access support material referred to, and review the key takeouts and portfolio construction implications to determine actions to take to build better quality investor portfolios.

20/02/2019 - 21/02/2019
Members - Please click on the "Sign In" button to register

Non-members - Please click on the "CREATE A GUEST ACCOUNT" to register

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