FINOLOGY SUMMIT 2018 REGISTRATION & OVERVIEW

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 is the emerging (and converging) research field covering the study of minds, customs and behaviours with respect to money. It is a unique mix of behavioural finance and economics, and psychology. The Forum's particular focus on finology is as it relates to investment portfolio construction, incorporating the relationships between people and money, behavioural economics, and behaviour change.

Finology knowledge and skills enable us all to better understand how our own preferences, biases and perspectives influence our portfolio construction philosophy and practices - and to better uncover and understand the preferences, needs and objectives of individual investors to help them achieve their goals. It's where investing meets investors.

Finology Summit 2018 will help you better understand the preferences, needs and objectives of individual investors, to further improve the way you relate with them and help them achieve their goals.  We'd welcome you joining us!

Graham Rich
Managing Partner & Dean, Portfolio Construction Forum

P.S.  Why not also join us for Markets Summit 2018 "Changing gears?" (Tue 13 Feb 2018)? It will help you better understand the key investment market and asset class opportunities (and risks) ahead, to aid your search for return and in building better quality investor portfolios.  More info

 

QUICKLINKS

Overview  When, where, where to stay, who it's suited to

About  Introduction, program structure, CE accreditation

Register  Registration options, terms and conditions

Why not also join us for Markets Summit?  Debating the drivers of and outlook for the markets (the day before Finology Summit)

 

OVERVIEW

WHEN

Wednesday 14 February 2018
- Arrive 7.15am-7.45am to check in
- Take your seat in the Theatre by 8.10am
- The program starts at 8.15am sharp, and ends at 5.45pm
- Followed by a Networking Reception to 7.00pm

Coming from interstate? We strongly recommend you fly in the evening prior - it's a jam-packed program and it's best to be fresh to get the most from it (and flight delays could jeopardise your CE accreditation).

WHERE

Come to Carriageworks, 245 Wilson Street, Eveleigh, Sydney     Getting there
There are many quality hotels within a 5-10 minute taxi ride of Carriageworks     Places to stay

MOST SUITED TO

Finology Summit is relevant to all wealth management professionals who have a responsibility to relate directly with individual investors (or who must understand and influence how others do so).

 

ABOUT THE PROGRAM

INTRODUCTION

Finology Summit 2018 will help you better understand the preferences, needs and objectives of individual investors, to further improve the way you relate with them and help them achieve their goals. It's where investing meets investors!

The jam-packed, live and webcast program features an exceptional and eclectic international faculty of behavioural finance, behavioural economics, and psychology experts covering various aspects of finology with particular focus on the implementation challenges, tools and opportunities faced by practitioners.

PROGRAM STRUCTURE

Like all our continuing education programs, Finology Summit 2018 is an integrated learning program with preparation, participation and review.

Prepare

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 in the program. The preparation is assumed prior knowledge for all delegates.

Participate

The jam-packed one-day Finology Summit program is designed and curated by our specialist, experienced and independent team and features an exceptional and eclectic international faculty of behavioural finance, behavioural economics, and psychology experts covering various aspects of finology with particular focus on the implementation challenges, tools and opportunities faced by practitioners.

The 5-hour "Critical Issues Forum" (plenary) program and 1.5 hour "Special Interests Forum" (elective) program. Delegates attend all the CIF sessions and one SIF session live at the program, and afterwards can attend the rest of the SIF sessions via the online webcast (and earn further CE accreditation).

The Finology Summit 2018 program will be available in mid to late January. Meanwhile, don't delay in registering - Early bird ends 18 January 2018 and we expect to sell out.

Review

After the live program, delegates' learning continues. The sessions - presentations, videos, podcasts, and papers – are webcast so delegates can revisit the sessions they attended, "attend" the SIF sessions they didn't catch at the live program (and earn further CE hours) so delegates can review their key takeouts and portfolio construction implications to determine actions to take to build better quality investor portfolios.

CE ACCEDITATION (6 TO 9 CE HOURS)

By attending the live Finology Summit 2018 program in full, delegates can earn 6.5 CE hours that can be used to help meet the CE/CPD requirements of 15 regulators, associations, institutes and designations - including ASIC RG104/105/146 CE requirements and CIMA® certificants’ CE commitment.

After the program, delegates can earn a further 3 CE hours can be earned by attending the remaining SIF sessions they didn't catch at the live program.

 

REGISTER

By registering for Finology Summit 2018, you agree you have read, understood and agree to be bound by our Registration Terms and Conditions. All fees are A$ ex-GST per person. Before registering, please check whether you meet our Practitioner or Advocate definitions below. The following registration rates are for Practitioners only. If you are an Advocate, please contact us for Advocate registration options. Early bird ends Thursday 18 January 2018 after which the fee increases by $50+GST per program.  Practitioner group registration applies to members of the same business or licensee only.

PRACTITIONER REGISTRATION OPTIONS - EARLY BIRD (ENDS 18 JAN)

Finology Summit (Wed 14 Feb 2018)
- 1-2 Practitioners:  $495+GST     Register now
- 3-7 Practitioner group:  $475+GST     Contact us   
- 8+ Practitioner group:  $445+GST     Contact us

Markets Summit* & Finology Summit (Tue 13 & Wed 14 Feb 2018)
- 1-2 Practitioners:  $995+GST     Register now
- 3-7 Practitioners: $945+GST     Contact us
- 8+ Practitioners:  $895+GST     Contact us

* Markets Summit is a separate one-day program the day after Finology Summit. It will help you better understand the key investment market and asset class opportunities (and risks) ahead, to aid your search for return and in building better quality investor portfolios.   More info

Did you attend in 2017?
Practitioners who attended Finology Summit last year are able to register at the 8+ group rate for the equivalent program this year. Contact us for the registration link.

ARE YOU AN IMCA AUSTRALIA MEMBER?

As IMCA Australia's strategic partner in the management and delivery of CIMA® certification and IMCA member continuing education services, the Forum's live programs are available at concessionary rates for IMCA members. Please see below for our Practitioner and Advocate definitions. Practitioners who are IMCA members can register at our lowest 8+ group rate (see above). Advocates can register at our lowest Faculty Partner delegate rate. Contact us for more info

ARE YOU A PRACTITIONER OR ADVOCATE?

Finology Summit is relevant to all wealth management professionals who have a responsibility to relate directly with individual investors.  However, registration rates differ depending on your role.

What is a "Practitioner"?

Those whose PRIMARY day-to-day role is focused within the spectrum of issues involved in designing and building investment portfolios using (but not necessarily limited to) managed funds from a range of firms, including:

  • investment advisers, researchers/analysts and portfolio managers from private wealth management companies;

  • analysts and asset consultants from fund research and fund investment consulting firms;

  • researchers/analysts and portfolio managers from multi-manager funds management, superannuation, and investment platform companies;

  • investment professionals of private investment funds (e.g. private corporate super funds, endowment funds, etc); and,

  • investment and finance professionals within corporates, government departments, and universities investing surplus cash, or managing private investment funds.

What is an "Advocate"?

If our Practitioner definition (above) doesn't describe your primary day-to-day role, then you're an Advocate. Advocates include:

  • investment professionals (researchers/analysts and portfolio managers) not primarily involved in constructing multi-manager portfolios; and,

  • business/non-investment professionals from any firm.

We recognise and respect the invaluable role of Advocates and welcome them to our programs. We have a range of registration options available for Advocates.  Contact us for more info

REGISTRATION TERMS & CONDITIONS

Registration for the Program is subject to the standard Portfolio Construction Forum Program Terms and Conditions. By registering, you agree you have read, understood and agree to be bound by these, including but not limited to the CE policy and Cancellations policy.

Registration inclusions

Registration for Portfolio Construction Forum Finology Summit 2018 includes one individual attending the Program on Wednesday 14 February 2018 including morning tea, lunch, afternoon tea and networking drinks as well as membership of portfolioconstructionforum.edu.au and access to the online webcast published after the program. Travel, accommodation and parking are not included.