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...

Not yet a Member? It’s quick and free to join. Already a member? Please log in.

What's new with our live and on-demand continuing education, accreditation and certification programs.