FINOLOGY SUMMIT 2020 - INVESTING BIASES, BELIEFS & BEHAVIOURS
Finology is an interesting and unique mix of behavioural finance (“fin”) and investor psychology (“ology”) as it relates to giving investment advice to individual investors. Finology is where investing meets investors™. The finology discipline focuses on identifying investing biases, beliefs and behaviours and the investment outcomes. To achieve this, finology connects behavioural finance and investor psychology - encompassing "know the markets", "know yourself" and "know your clients".
Finology Summit 2020 will help you better identify and understand how your own and other people's different investing biases, beliefs and behaviours impact investment markets and portfolio construction practices - and therefore, investment outcomes - to help you build better quality investor portfolios.
We'd welcome you joining us!
P.S. Why not also join us for Markets Summit 2020 "Be alert! High VUCA ahead!" (Tue 18 Feb 2020) It facilitates debate on the key drivers of and outlook for the markets (on a three- to five-year view) - with particular emphasis on being alert to the high VUCA (volatility, uncertainty, complexity, ambiguity) risks and opportunities ahead - to aid your search for return, and to help you build better quality investor portfolios. More info
Overview When, where, aim, most suited to, CE/CPD accreditation
About the program Introduction, program structure (before, during, after), Special Interest Workshop descriptions
Program & Prep Program at a glance, Keynote Faculty, Program in Full, Prep materials
Register Registration options, special discounts, terms and conditions
19 February 2020
20 February 2020
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/CPD accreditation).
To help delegates better identify and understand how their own and other people's different investing biases, beliefs and behaviours impact investment markets and portfolio construction practices – and therefore, investment outcomes - to help delegates build better quality investor portfolios.
MOST SUITED TO
Finology Summit is relevant to all wealth management professionals because we all have a responsibility to understand how our own and other people's different investing biases, beliefs and behaviours impact investment markets and portfolio practices - and therefore investment outcomes.
This includes both institutional and wholesale portfolio construction practitioners (the program is designed with both in mind) by whom we mean 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.
We also recognise and respect the invaluable role of Advocates and welcome them attending.
Each year, 300 delegates attend the program, 75% or more of whom are portfolio construction practitioners.
CE/CPD ACCREDITATION: 11.5 to 23 CE hrs
By attending the face-to-face program in full, delegates can earn 11.5 CE/CPD hours – and then, afterwards, they can earn further CE/CPD hours by “attending” online the sessions they didn't catch at the face-to-face program.
CE hours earned can be used to help meet the CE/CPD requirements of 16 governing bodies (regulators, associations and institutes - including ASIC, APRA, FASEA, AFA, FPA, SMSFA and CIMA® CE/CPD requirements.
The Forum’s subject matter focus is on five Knowledge Domains – philosophy, markets, strategies, investing and finology. These then determine our Curriculum and Faculty, which together inform the content of our continuing education and certification programs.
As the name implies, Finology Summit is focused primarily on our "Finology" knowledge domain:
– identifying investing biases, beliefs and behaviours and the
Finology Summit is THE behavioural finance ("fin") and investment psychology ("ology") program of the year. Presented in Sydney each February, the program features an exceptional Faculty of experts from around the world, each offering their best high conviction ideas on behavioural finance and/or investor psychology, and the investment implications. It is presented as a one-day, face-to-face lecture style program, followed by a half-day workshop style program featuring four concurrent 4-hour workshops.
It is a companion program to Markets Summit each February and Strategies Conference each August.
Like all our face-to-face and online continuing education programs, Finology Summit is an integrated learning program with preparation, participation and review.
Before - Prepare
To maximise learning, delegates are provided with pre-reading aimed at boosting their knowledge and getting them thinking about the issues to be addressed in the program. The preparation is assumed prior knowledge.
During - Participate
The 1.5-day program is designed and curated by our specialist, experienced and independent team. Our exceptional Faculty of carefully selected outstanding subject matter experts from around the world offer their best high conviction ideas on behavioural finance and/or investor pyschology, and the investment implications.
Day one is comprised of the 5.5-hour Critical Issues Forum (auditorium lecture) program and 1.5-hour Special Interest Forum (elective lecture) program. You choose your SIF elective on the spot at Finology Summit.
Day two delivers three concurrent 4.5-hour Special Interests Workshop (elective classroom) sessions.
Finology Summit is not just a talk-fest. Attendees are challenged to decide whether they agree or disagree with each high conviction thesis presented, which ones they will investigate further, and which they will put into practice when building investor portfolios.
After - Review
After the face-to-face program, delegates' learning continues. The presentations are webcast here on portfolioconstructionforum.edu.au – a page per presentation featuring the sync’d video and slides, podcast, presentation slides and paper(s). Delegates can revisit and review the sessions they attended, "attend" the Special Interest Forum sessions they didn't catch at the face-to-face program (and earn further CE hours), and review their key takeouts and the portfolio construction implications to determine actions to take to build better quality investor portfolios.
By registering for Portfolio Construction Forum Finology Summit 2020 (the "Program"), 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. Early bird registration ended Friday 31 January 2020, after which registration fees increased by $100+GST.
PRACTITIONER REGISTRATION OPTIONS
The following registration rates are for portfolio construction Practitioners only. Practitioner group registration applies to members of the same business or licensee only. Before registering, please check whether you meet our Practitioner definition below.
(Wed-Thu 19-20 Feb 2020)
*** SPECIAL DISCOUNTS ***
Did you attend in 2019?
you a "Young Gun" (under 35 years old)?
a CIMA Society of Australia member?
ARE YOU A PRACTITIONER OR ADVOCATE?
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:
If our Practitioner definition (above) doesn't describe your primary day-to-day role, then you're an Advocate. Advocates include:
We recognise and respect the invaluable role of Advocates and welcome them attending, too. However to retain a primary focus on Practitioners, we tightly manage to a 4:1 ratio of Practitioners to Advocates attending the face-to-face program.
We have a range of registration options available for Advocates. Please contact us for more information.
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 for Portfolio Construction Forum Finology Summit 2020 includes one individual attending the Program: on Wednesday19 February 2020 including all the Critical Issues Forum sessions and one Special Interest Forum session, morning tea, lunch, afternoon tea and networking drinks; and, on Thursday 20 February 2020 including one Special Interests Workshop and morning tea - as well as membership of portfolioconstructionforum.edu.au and access to the webcasts published after the program. Travel, accommodation, parking and other costs related to attending the Program are not included.
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