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.
Mark your diary! 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 - hours yet to be advised
Area: Investment Planning
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
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.