Half-life of financial knowledge assessment

Your knowledge as an investment professional has an expiry date. The knowledge you had when you started your career will not be enough to keep you relevant in a few years.

How long does it take for your technical and non-technical skills to lose half of its relevance? We measure your personal half-life and explore ways to strive for excellence in the relevant skills of your profile.

Lecturer: Markus Schuller

Length: 3h

Learning goal: Learn how to assess the pace at which your relevant financial knowledge deteriorates and how to work against it.

PS framework: Behavior/Individual

CPD accredited: Yes (3 credits)

Language: English (on-demand in German)

Beneficial for: Investment committee members, CIOs, Board of directors, Investors with fiduciary duty

Sprint structure: 90min input + 90min deliberate practice, reflection and implementation planning

Format: Online (Zoom)

Costs: EUR 298 per participant

Minimum size: 5 participants

PROGRAM

PART ONE

BEST PRACTICES (90min)

  • What is the half-life of financial knowledge
  • Taxonomy of investment management skills
  • Relevant technical and non-technical skills for investment professionals
  • Measuring and interpreting proficiency levels of relevant skills
  • Upskilling techniques for relevant skills

BREAK (10min)

PART TWO

DELIBERATE PRACTICE (60min)

Participants will assess their own half-life and explore how to keep the proficiency of their investment management skills relevant.

LESSONS LEARNED (10min)

NEXT STEPS (5min)

FEEDBACK FORM (5min)