Ramin Nakisa at HUM London 2017

Filling the financial knowledge gap

At Humans Under Management London 2017, Ramin Nakisa presented on the importance of financial literacy and the knowledge gap that exists among investors. With over 12 years of experience in the city, he aims to simplify investment concepts for better understanding.

The talk addresses the critical challenge of financial education in the UK, highlighting the lack of formal financial training in schools and the pitfalls of self-reported financial knowledge among the public.

Key insights from the talk include:

  1. The significant disparity in financial knowledge between genders and the need for cultural change through education.

  2. The importance of understanding fees, independent financial advice, and asset classes for informed investment decisions.

  3. The necessity for effective storytelling in teaching complex financial concepts to clients.

  4. Strategies for financial advisers to engage clients who wish to learn about investing and develop their financial skills.

Watching this video will equip financial advisers with practical knowledge and teaching techniques to enhance client relationships and foster a greater understanding of financial concepts.

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