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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. Connecting behavioural finance with investor psychology helps ensure practitioners’ investment philosophy spans “know the markets”, “know yourself” and “know your clients”. In other words, Finology is the unique mix of behavioural finance (fin) and investor psychology (ology) as it relates to giving investment advice to individual investors. It is where investing meets investors™.

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

Updating CIMA Society members on issues relevant to your community and, for CIMA certificants, ways to help you hit your CE target.

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

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

Updating CIMA Society members on issues relevant to your community and, for CIMA certificants, ways to help you hit your CE target.

Portfolio construction is only “successful” when it helps clients achieve their financial goals. Yet delivering on those goals - be it financial independence or, at the very least, a reasonable standard of living in retirement - is more challenging than ever. The vast fiscal and monetary responses to Covid-19 helped stabilise economies and boost asset prices, but did little to aid long-term investors - arguably, they have undermined the prospects for long-term investment portfolios. We find ourselves in an environment of historically high asset prices and heightened uncertainty about the path of inflation and the pandemic itself - while also grappling with complexities that pre-date the crisis, including ultra-low interest rates, technological disruption, and geopolitical tension which increase market risk further. We need to be open-minded to contemporary, emerging and non-traditional portfolio construction theories, techniques and tools, to maximise the likelihood of meeting client goals in the years ahead. The end justifies the means!

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

Updating CIMA Society members on issues relevant to your community and, for CIMA certificants, ways to help you hit your CE target.

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

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

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

Updating CIMA Society members on issues relevant to your community and, for CIMA certificants, ways to help you hit your CE target.

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

Research Review Quarterly - updating you on contemporary academic research on portfolio construction issues.

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

Updating CIMA Society members on issues relevant to your community and, for CIMA certificants, ways to help you hit your CE target.

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

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

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