Management Consultant, Financial Services
Contributor's Links: Money School on YouTube

Preet Banerjee is a consultant to the financial services industry specializing in commercial applications of behavioral finance and fintech.

ALL CONTRIBUTIONS

How Is AirBnB Seeing A Year-Over-Year Increase In Bookings So Quickly?
A discussion about how quickly AirBnB has seen a rebound in bookings and revenue compared to hotels.
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Life Insurance Basic Concept: Risk Transfer
Risk Transfer - one of the core concepts of insurance in general.
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The Pain Of Paying - How The Method Of Paying Affects Spending And Happiness
When it comes to transactions, we can look at two phenomena: the pain of paying for things, and the pleasure of getting things. How these two aspects relate to each other can help us understand some of the decisions we make about money.
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Increase Your Savings Rate Regularly
One of the most powerful factors in growing your investment account value is how much you contribute into your investment portfolio over time.
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Back End Load Mutual Funds
Back end load mutual funds sometimes called deferred sales charge or declining sales charge funds often give people a nasty surprise if they sell them within a few years of initially buying them.
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Learn About Investing: Intro To Mutual Fund Costs
Mutual fund costs are important to understand. In this video, we'll break down the general framework for what costs go into a mutual fund.
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STOCKS I FOLLOW

BXDB Barclays Bank PLC
BXDC Barclays Bank PLC
BXUB Barclays Bank PLC
BXUC Barclays Bank PLC

TWEETS

PERSONAL BLOG

Latest Posts

Work Experience

Management Consultant
Financial Services Industry
January 2014 - Present (6 years 11 months)

Providing consulting services to the financial services industry, particularly focused on wealth management. Analysis, research, insight, and custom development of new processes utilizing current academic research, with an emphasis on the application of behavioural finance and Fin Tech.

Contributing Editor
MoneySense Magazinefeb
February 2012 - Present (8 years 10 months)
Columnist
The Globe and Mail
September 2010 - Present (10 years 3 months)

Covering all things personal finance and investment related.

Assessor
Sheikh Khalifa Government Excellence Program
October 2016 - October 2016
Television Host: Million Dollar Neighbourhood
Corus Entertainment
January 2012 - January 2014 (2 years 1 month)

Education

Henley Business School
2016 / 2019
Research Associate
Henley Business School
Master’s Degree
2014 / 2016
Business and Management Research
Canadian Securities Institute
FCSI
2010 / 2010
Fellow of the Canadian Securities Institute

Publications