Financial consumers need advice more than ever. While a laser-like focus on fees has taken centre stage, the role of value has taken a back seat. Using insights from his doctoral research into the value of financial advice across delivery channels, Preet Banerjee will explain how the industry has faced existential crises before, how they adapted, and what the future looks like for prosperous clients. Combining his background in neuroscience and finance, Preet will examine the two other pillars of value that financial advice providers can deliver: behavioural management, and comprehensive wealth management.

Behaviour management starts with the premise that we are hard-wired to make bad decisions about money. Starting by examining the biological basis for this, strategies are then explained that improve the financial well-being of clients; strategies that advisors can utilize immediately, with demonstrable results.

Finally, and most importantly, Preet will discuss his research which looks at the measurement and value of comprehensive wealth management. Robo-advisors and automated investment portfolios purport to be low-cost, but when measured in the context of all aspects of personal wealth management, may look very expensive compared to a full service advisor who deals with insurance, estate planning, tax planning, and more.

There is real value in real advice.

Course Content

Time: 30 days

Curriculum is empty



Originally trained as a neuroscientist, and following a brief stint as an aspiring racecar driver, Preet Banerjee now excels within the world of finance. Best known as a financial panelist on CBC’s The National and as a contributor to The Morning Show on Global, Banerjee inspires others to become financially empowered through his world-class expertise and unique ability to take the complexity out of money matters. He speaks about why we are hard-wired to make bad decisions about money from time to time, and more importantly, what we can do about it. Banerjee won the inaugural Ultimate W Network Expert Challenge, a reality show competition, which led to him being named the host of Million Dollar Neighbourhood on The Oprah Winfrey Network. named him one of Canada’s Top 10 Financial Visionaries In 2012, and he is also a past first-place prize winner in the Portfolio Management Association of Canada’s Excellence in Investment Journalism Awards. Banerjee is currently a consultant to the wealth management industry with a focus on the commercial application of behavioural finance research, financial technology, and practice management. Previously, he worked as a financial advisor and in institutional investment sales and product development. Banerjee is a Fellow of the Canadian Securities Institute and holds the Derivatives Market Specialist and Financial Management Advisor designations. Banerjee is also a columnist with The Globe and Mail, host of the “Mostly Money” podcast, a creator on YouTube with over 90,000 subscribers, and the author of three books with his latest titled Stop Over-Thinking Your Money: The Five Simple Rules of Financial Success. He is a board member with the Foundation for the Advancement of Investor Rights Canada, a former governor of the University of Toronto, and founder of MoneyGaps, a hybrid-advisor financial technology startup. He is currently pursuing a doctorate at the Henley Business School in the UK.

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English EN French FR