Instructor for this course

Behavioral finance has shown that all people, even financial experts, are prone to making irrational and suboptimal financial decisions. It also explores how people have wants that extend far beyond traditional finances' assumption of wanting the highest return at the lowest risk. We are not perfectly rational economic robots; we are easily driven by many wants and emotions while working with limited time, knowledge, and energy.

This course explores many of the thinking errors and biases exhibited by all people, even the experts. You'll be able to identify the nonfinancial wants that drive the financial decisions of your clients. We'll then identify ways to improve financial decision-making in the contexts of personal financial planning and business financial management.

You'll learn from an author that teaches these concepts to MBA students at a university as well as to business advisors and staff. He is a CPA that's been a CFO of multiple companies. Rob also has a master's degree in personal financial planning and a graduate certificate in financial therapy. He served as program manager for a group of investment advisors.

This course leads you from foundational finance concepts to practical applications in both personal finance and business finance.

Note:This course is also available in Video-based format.

Learning Objectives

  • Recognize common behavioral finance biases and heuristics.
  • Identify ways to reduce thinking errors caused by biases and heuristics.
  • Discover and recall differences between traditional finance and behavioral finance.
  • Identify negative financial impacts of finance biases and heuristics.
Last updated/reviewed: May 27, 2022

4 Reviews (11 ratings)Reviews

Anonymous Author
Instructor was witty and clever. Content was interesting and thorough.
Member's Profile
Excellent course with concepts that are widely applicable towards better business decisions.
Anonymous Author
I had never studied behavorial finance - very interesting and helpful course.
Anonymous Author
Course layed out interesting concepts to think about in business.


Course Complexity: Foundational

No advanced preparation or prerequisites are required for this course.

Education Provider Information

Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
  PDFBehavioral Finance: Introduction and Insights (Text Based Course)