Biagnostics program spotlight

Learn more about how to integrate behavioral finance in your practice with the suite of Biagnostics educational and coaching tools.

What to read next

Use this interactive workbook with clients to help them identify and mitigate their most prominent biases through quizzes and checklists.

The playbook is your go-to resource for mastering behavioral finance concepts. Get insights into common biases and generational tendencies, as well as bias-optimized portfolio and investment strategies.

Learn how to implement behavioral finance in your practice with the four-step Biagnostics framework.