Behavioral Finance Forum (BeFi) Multimedia Library

Archived versions of past BeFi Webinars can be viewed through your Web browser. Downloads are also available as PDFs (without audio) and video files.

Conference Videos

2014 Conference: Leveraging Behavioral Insights to Improve Financial Health


  • Opening Remarks
  • Keynote Address: The Economic Importance of Financial Literacy
  • Scarcity Frames Value
  • How to Keep Users Engaged With Their Finances
  • Visual Representation and Observational Learning in Asset Market Bubbles
  • Variable Risk Preference Bias
  • Price Discovery on the Internet: Evidence from Ticker Lookups
  • Individual Judgment and Trust Formation: An Experimental Investigation of Online Financial Advice
  • Financial (Dis-)Information and Disclosure: New Experimental Evidence
  • Trust and Financial Advice
  • Shifting Borrower Repayment Behavior through the BETA Project
  • Prize-Linked Debt Reduction

2013 Conference: Improving Consumer Well-Being through Behavioral Finance


  • Opening Remarks
  • Building Knowledge to Build Financial Stability
  • Behavioral Finance in the Federal Agencies
  • Behavioral Approaches to Building Savings and Reducing Debt
  • Enhancing Retirement Security through Behavioral Finance
  • Behavioral Finance in Industry
  • Using Behavioral Finance to Protect Investors

2012 Conference: The Promise and Challenge of Evidence-Based Policy and Practice


  • Opening Remarks
  • Keynote: "No Slack: The Financial Lives of Low-Income Americans"
  • Misunderstanding Savings Growth: Implications for Retirement Savings Behavior
  • What Will My Account Really Be Worth? An Experiment on Exponential Growth Bias and Retirement Saving
  • Time to Retire: Exploring the Psychology Behind the Retirement Claiming Decision
  • Approaching Annuities: Complexity, Framing and Consumer Decisions
  • Using Psychology to Enhance Household Savings
  • Testing strategies to increase saving and retention in Individual Development Account Programs
  • Evidence on Self-Help Groups and Peer Pressure as a Savings Commitment Device
  • The Effect of Increasing Awareness about Self-Control Problems on Savings
  • Working Together To Translate Behavioral Finance into Action
  • Bonuses for Life: Building a Better Annuity
  • Altering Intertemporal Choice
  • Behavioral Financial Product Development: A Progress Report on Seven Products
  • Development of Visual Analytic Tools as an Effective Financial Planning Intervention for Recent Homebuyers
  • Good Advice, Good Outcomes?
  • Financial Advisors' Conflicts of Interest and the Limits of Disclosure
  • The Honest Truth About Dishonesty: How We Lie to Everyone–Especially Ourselves

2011 Conference: Behavioral Finance and Public Policy


  • Welcome and Opening Remarks
  • How Psychological Connectedness to the Future Self Affects Saving and Spending
  • Temporal References and Temporal Preferences
  • Borrow Less Tomorrow: Behavioral Approaches to Debt Reduction
  • Payday Borrowers and Pecuniary Mistakes
  • 401(k) Loans and Retirement Plan Leakage
  • Smarter Regulation: Applying Behavioral Economic Research to Policy
  • A General Equilibrium Model of Homeownership
  • An Experimental Study of Financial Decision-Making with Visual Analytics
  • Designing an Enhanced Online Retirement Calculator
  • Cognitive Ability, Behavioral Biases, and Financial Decision Making
  • The Market for Financial Advice
  • Bad Advice: Explaining the Persistence of Whole Life Insurance

2010 Conference: Behavioral Finance and Public Policy


  • Welcome and Opening Remarks
  • Americans' Financial Capability
  • Diagnosing Consumer Confusion and Sub-Optimal Shopping Effort: Theory and Mortgage-Market Evidence
  • Virtual Balance: Making Disposable Income Salient
  • The Limitations of Defaults
  • Asking For Help: Experimental Advice from the American Life Panel
  • Keynote: The Financial Literacy Conundrum: Can we really teach participants to be better investors
  • Increasing 401(k) Saving: Anchoring and the Power of a Well-Timed Reminder
  • A Psychological Model of Annuitization Decisions
  • Increasing Retirement Saving by Making the Future Self More Vivid

2009 Conference: Behavioral Finance and Public Policy


  • Welcome and Opening Remarks
  • Electronic Disclosure: Using Modern Technology to Nudge
  • Encouraging Saving by Low Income Families
  • A Recommender System to Nudge Consumers to Choose Mortgages and Houses that Match their Risks and Tastes
  • Payday Lending and Bank Overdrafts
  • Should We Increase Dividend Taxation?
  • Facilitating Annuity Choices in the UK Personal Account System
  • Consumer Behavior in Relation to Truth in Lending Disclosures
  • Behaviorally Informed Financial Services Regulation

Conference PDFs

2008 BeFi Conference


  • Agenda: PDF
  • Conference Summary: PDF
  • Helping Individuals Hedge Risks: PDF | Video
  • Personalities of Financial Products: PDF | Video
  • The Psychology and Marketing of Tontine-Based Retirement Income Solutions: PDF | Video
  • Smart(er) Defaults: PDF | Video
  • Simplifying Savings Plan Participation: PDF | Video
  • Hedonic Arbitrage: PDF | Video
  • Measuring Risk Perception and Risk Attitude in the Domain of Financial Investing: PDF | Video

2007 BeFi Conference


  • Agenda: PDF
  • Agenda: PDF
  • Improving Choices with Gentle Persuasion: The Power of Nudges: PDF
  • Credit Me with Savings: Using Preset Card Payments to Facilitate Investment: PDF
  • People Like Me: PDF
  • Cognitive Ability and Financial Preferences: PDF
  • Estimating Risk Tolerance: Legal Obligation and Competitive Advantage: PDF
  • Affective Communication: Engaging Emotion to Change Consumer Behavior When Cognitive Appeals Fail: PDF
  • Commitment Store: PDF
  • Resource Slack and Savings Behavior: PDF
  • Using Lotteries to Promote Saving: PDF
  • Concrete Budgeting: PDF
  • Brainstorming on Decumulation: The Annuity Puzzle: PDF


Thinking Smarter: Seven Steps to Your Fulfilling Retirement...and Life

Presented by Shlomo Benartzi on March 18, 2015

Informative or Misleading? The Social Security Statement's Effects on Program Participation and Employment

Presented by Philip Armour on January 14, 2015

Perceived Ownership, Patience, and Loss Aversion in the Psychology of Social Security Claiming Decisions

Presented by Suzanne Shu, John W. Payne, and Namika Sagara on November 12, 2014

The Power of Visual Tools for Financial Literacy and Decision-Making

Presented by Anya Samek, UW-Madison, on March 20, 2014

Metacognitive Knowledge and Financial Decision Making

Presented by Craig Fox, UCLA, on January 14, 2014

Confidence, Overconfidence, and Retirement Planning

Presented by Andrew Parker, RAND, on November 13 2013

Predictably Irrational

Presented by Dan Ariely, Duke on Sep 24, 2008

Defaults and Behavioral Outcomes

Presented by Brigitte Madrian, Harvard on Aug 27, 2008

Collaborative Research Opportunities

Presented by Alessandro Previtero, UCLA and Martin Weber, Mannheim University on Jun 25, 2008

Financial Issues Facing Consumers

Presented by Industry Members on May 28, 2008

2008 Conference Highlights

Presented by BeFi Co-Founder, Professor Shlomo Benartzi on Apr 30, 2008

Risk Questionnaires and
Behavioral Portfolios

Presented by Meir Statman on Feb 27, 2008

Customer-Focused Investment Advice

Presented by Dan Goldstein from London Business School on Jan 30, 2008

What to do About Fuzzy Math and Red Ink?

Presented by Jonathan Zinman from Dartmouth College on Nov 28, 2007

Identifying, Prioritizing, and Using Objectives for Complex Decisions

Presented by Ralph L. Keeney, Research Professor Duke University and Consultant U.S. Marketing and Decisions Group, Inc. on Oct 31, 2007

Decisions Not Made: How Defaults and Loss Aversion Affect Customers

Presented by Eric Johnson of Columbia University on Sep 26, 2007

Building Strong Brands

Presented by Sanjay Sood of UCLA on Aug 29, 2007

The Unappreciated Impact of Decision Context

Presented by Eldar Shafir of Princeton University on Jul 25, 2007

Minds and Markets: Some Frontiers of Behavioral Finance

Presented by Colin Camerer of Cal Tech on Jun 27, 2007

The Affect Heuristic: Exploring the Psychological Foundation of Neural Economics

Presented by Paul Slovic of University of Oregon on May 30, 2007

Applications of Fluency to Investment

Presented by Danny Oppenheimer of Princeton University on Apr 25, 2007

The U.S. Individual Annuity Market

Presented by Matthew Drinkwater of LIMRA International on Feb 28, 2007

Motivating Consumer Financial Behavior Through Choice-Set Characteristics

Presented by Sheena Iyengar of Columbia University on Jan 30, 2007

BeFi Bulletins

The Behavioral Finance Forum produces occasional e-newsletters, the BeFi Bulletin. Past issues are available online and archived here.

Required Software

The Adobe Flash Player is required to watch archived Webinars and conference videos as well as the live web seminars. Download the latest browser plugin at

The Adobe Reader is recommended for viewing the PDF files. Download the latest software at