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Economie comportementale pour private banking / Behavioral economics for private banking

 

Behavioral Finance for Private Banking
two days seminar

 

Content

This seminar aims to create a better understanding of investor’s behavior with the help of the latest researches in the field of investment and psychology.

 

 

This interactive two days coaching seminar uses a multidisciplinary approach to bring better communication spin and client retention, to increase collaboration between clients related staff and compliance, to invest portfolios with a systematic method. According to a KPMG/Skt-Gallen University study, as clients demand a better say in investments decisions, it is critical that CRMs understand wealth management and behavioral finance theory, tailored to particular client segments
 

During this seminar, participants will work on the following modules:

 


• Private banking Business Today
• Behavioral Theory and history
• Life Focused Planning versus Money focused
• Personality and effects on investing
• The role of Emotions on investing
• Behavioral biases
• Risk profiling
• Product design
• Dynamic Asset Allocation
• Structured Wealth Management Process
• Stress management
• Conclusions

 

Performance indicators

• Higher communication spin and client retention will result from the better knowledge of clients decisions processes.
• Better collaboration between client related staff and compliance employees when client's profiles are done methodically using a “behavioral” questionnaire.
• Accountability will improve at every level thanks to systematic integration of “client’s behavioral profiles” and the correspondent “optimal portfolio”.
 


Program overview

 

Topic

 

Creative and reflective exercises encouraging collaboration and interaction among participants. Targeting team spirit, this fun activity alternates between group and sub-group exercises.


At the end of each exercise a debriefing allows participants to apply their knowledge to the following activity.
 

Objective

This multidisciplinary approach aims to bring better communication spin and client retention, to increase collaboration between employees, to develop a systematic method from client identification to portfolios investment.

 

Audience

The seminar is designed for client advisors and financial planners from banks, pension funds and family offices.


Number of participants

The number of participants is limited to 20 allowing close interaction between the participants and the speakers. A minimum of 6 is also required.


Skills & performance

Behavioral finance knowledge – identifying irrational decisions - client’s risk profile - wealth management process.


Instructors

Fabrice Frigerio

Lecturer of financial economics at IFGP/Geneva Business School

 

Juan Carlos Martin

Life Coach, Workshop leader and qualified hypnotherapist, NLP specialist


Certification

Confirmation of participation issued by IFGP


Administration

IFGP/GBS, Ch. de la Voie-Creuse 16, 1202 Genève,
Phone +41 22 906 94 94 / +41 22 839 44 49, Fax: +41 22 839 44 45, info@ifgp.ch

 

Dates

Two days from 9 to 12am and 13 to 18pm, to be defined at your convenience.


LocatioN

On your company’s premises


Fee

The course fee for each participant, covering tuition, course materials, travel expenses and accommodation have to be covered by your company. The fee amount depends on the number of participants, please contact us for a detailed offer.


Registration

To register, fill in the registration form and return it to us after agreeing on seminar dates. The registration can be cancelled within 10 days after receiving the definite admission at no charge. For later cancellations there will be no refund.