CPD Webinar: Using Heuristics to Help Empower Financial Success

Thursday 8 April, 14:00 GMT

People often use simple mental shortcuts, also called heuristics, when they make everyday decisions. But can these rules of thumb improve financial well-being? And are particular rules easier to convert into positive financial habits?

Please join us for a webinar on Thursday 8th April where we will be joined by Head of Decision Sciences at Morningstar Investment Management, Ryan Murphy, to discuss how to use use rules to build enduring positive behavioural change in your clients. Ryan will share the findings of his extensive research into commonly used rules of thumb across four financial categories - saving, spending, investing, and debt management.

The webinar will include a Q&A, and you will be able to submit questions during the presentation. If you have any questions which you would like to submit in advance, please email martin.coyle@morningstar.com.

Hosted by:
Martin Coyle, Head of Business Development, Morningstar Investment Management

Ryan Murphy, Head of Decision Sciences, Morningstar Investment Management

Thursday, 8th April 2021
14:00 GMT (London)

45 mins, CPD accredited content

For UK Financial Advisers Only.