Behavioral Finance – Impact

Analysis on Investment
Decisions
DATE:
June 13, 2020 (Saturday)
5
TIME:
9.00 a.m. to 11.30 a.m.

▪ Describe commonalities and differences in investor behaviors.

▪ Describe individual investor behaviors to cycles in financial markets.
▪ Describe how the recent financial crisis might modify behaviors.
COURSE ▪ Construct a grid to analyze investor behavior and spot psychological
OBJECTIVES biases.
▪ Apply tools to correct or adapt to psychological biases.
▪ Apply finding for the marketing and sale of financial products.
▪ Describe insight for implementing behavioral investment strategies.

▪ Financial Advisors
▪ Private Wealth Planner
TARGET
▪ Private Bankers
AUDIENCE ▪ Relationship Managers
▪ Personal Financial Consultants

Session 1: Behavioral Financial Principles

▪ Key behavioral aspects: heuristics, mental accounting, mental bias.
▪ Beyond Risk Aversion: why risk aversion is insufficient to evaluate
tolerance to risk.
▪ Risk perception and informal risk management: how investors
misperceive risk and fail to manage it properly.

Session 2: Applied Behavioral Finance

COURSE ▪ Behavioral biases: the various pitfalls in investors psychology.
▪ Behavior and expertise: how financial professionals’ behavioral
OUTLINE
biases differ from those of individual investors.

Session 3: Linkage Behavioral Finance to Financial Products

▪ Various types of conflicts and potential exploitative practices.
▪ Behavioral profiling: finding the appropriate dimensions to evaluate
the behavioral profile of a client.
▪ Behavioral therapy: how to assess, improve and adapt to different
behaviors.
 Trainer Profile
Mr. David Meow
• Chartered Financial Analyst (CFA)
• Master of Laws (University of London)
• Financial Risk Manager (FRM)
• Chartered Accountant (M)
• Master of Business Administration
(Heriot-Watt University)
• Certificate of Data Science
(John Hopkins University)

David has more than 20 years of experience in areas including business valuation,
financial markets and risks, and financial reporting. His exposures in diverse areas in
the capital markets as well as being a Chartered Financial Analyst (CFA) holder and
qualified as a Chartered Accountant (Malaysia), allow him to offer training and
consultancy services in areas including investment management and company
valuation.

For the studies of behavioural finance, he was awarded a Verified Certificate by the
Higher School of Economics (with Distinction) on Neuroeconomics and attained a
Statement of Accomplishment for “A Beginner's Guide to Irrational Behavior” course
by Duke University. He is also a member of the Neuromarketing Science and
Business Association (NMSBA).

He is currently associated with Securities Commission for several development

projects and in several programmes initiated by Permodalan Nasional Berhad
Institute. He is also the Lead Moderator for the Capital Markets with the Financial
Accreditation Agency (FAA).

Ms Shanny Lim & Mr Jason Chang

013-868 1346 / 017-234 6100
info@viacommerce.com.my