The idea that humans are rational and that their relationship with money is simple has been soundly disputed by empirical research. Gender, socio-cultural conditioning, epigenetics, family system theory combined with the dynamics of a changing world converge to create confusion and sometimes even chaos, in the world of finance.
When it comes to money, nothing is really as it seems. We need to examine financial planning and investment management in a more realistic psychological context if we are to truly take control of our financial decision making and behaviour.
Join us to debunk common wealth myths, explore factors that affect our relationship with money, and learn the basic principles of behavioural finance and their consequences in the field of personal financial planning.
By the end of the session, you will be able to:
Appreciate gender and socio-cultural variables in financial planning and decision making;
Develop an architecture for sound decision-making processes;
Be able to recognize patterns and situations where conflicting objectives and behaviours may lead to unsuitable outcomes; and
Be better able to create a more successful financial strategy.
About the presenter:
Tracy Theemes, MA, CFP, FCSI, FDS, is a financial advisor with Sophia Financial Group by Raymond James Ltd. She is a Certified Financial Planner, is insurance licensed and is a Fellow of the Canadian Securities Institute. She is also a Financial Divorce Specialist and the founder and facilitator of the popular Sophia Wealth Academy: Everything a Woman Wants to Know in a Day about her Finances.
Tracy was recently nominated for the YWCA Women of Distinction award for Education, the Business in Vancouver Influential Women in Business award and the Association for Women in Finance award for Excellence in Business.
Her book The Financially Empowered Woman won the Bronze prize for the Living Now awards for finance and economics and the Axiom Gold medal in the category of personal finance. She was just named one of the UBC Education Alumni 100 recipients for her community leadership in promoting financial literacy.