CEFA Info with Professor Elias Rantapuska

Finance or people skills: do financial advisers shape the portfolios of their relatives?

Welcome to the info webinar where you will hear more about the Certified European Financial Analyst program as well as thoughts on the latest research by one of our program faculty Professor Elias Rantapuska. During the webinar Program Director Petri Lehtivaara will go through the structure, content, and flow of the CEFA program. 

"People frequently cite family and friends as key sources of financial advice. We find that financial advisors significantly increase their social connections’ likelihood of participating in the stock market. This advisor effect declines in social distance, does not vary with socioeconomic characteristics, is absent for safe assets and current stock market participants, and does not extend to other finance professionals. 

These results suggest the effectiveness of social financial advice is rooted in a combination of investment expertise and people skills. Financial advisors, through their content and people skills, play an important role in promoting financial market participation."

During the session, you will have the opportunity to ask questions both about the program as well as on the presented research topic. The next CEFA program will start in October 2025.

Faculty

Dr. Elias Rantapuska is an Associate Professor of Finance and Department chair at Aalto University School of Business Department of Finance and currently visiting Erasmus University Rotterdam, Rotterdam School of Management.

He holds D.Sc. (Econ.) from Helsinki School of Economics. Prior to joining Aalto University, Elias worked for Nordea, J.P. Morgan, and McKinsey & Company. After joining Aalto University in 2010, Elias has worked as a visiting scholar and professor at the Bank of Finland, BI Norwegian Business School, HKUST, NYU, and SSE. He also frequently engages with practitioners through consulting engagements.

His current academic research interests include topics such as the role of feelings, experiences, and family relationships in investment decisions.

For

The webinar is aimed for investment and financial professionals like investment and asset managers, financial analysts and executives as well as those interested in this topical area from any industry.
 

Register here

Register by May 4, 2025. This webinar is free of charge.