Specialist Training Courses
The Future of Financial Advice belongs to those who understand the human mind and sustainability, as well as the markets.
Our specialist behavioural finance training helps financial planners and asset management business development managers master behavioural biases, the unseen forces shaping decisions.
Learn to anticipate client behaviour, deliver sharper advice, and gain a competitive edge in a market where psychology matters as much as performance.
Our specialist sustainable finance training helps financial planners and asset management business development managers master the principles of sustainability, a dominant the force in reshaping investment decisions and client expectations.
Learn to integrate sustanable finance factors, anticipate values-driven behaviour, and deliver advice that aligns with both performance and purpose. Gain a competitive edge in a market where sustainability matters as much as returns.
Behavioural Influences in Financial Decision-Making: A Practitioner’s Guide
We have developed a comprehensive 2 day course, specifically for financial planners, on understanding behavioural financial decision making.
This course will equip practitioners with tools to identify and manage behavioural biases in clients and themselves
The course covers:
- The role of reference points and reference dependence in financial and non-financial decision-making.
- Behavioural biases such as loss aversion, framing effects, and mental accounting.
- How to apply these concepts to real-world contexts.
For more information or to book your place, contact us today!
Sustainable Behaviour: Influences in Financial Decision-Making For Asset Management
We have developed a comprehensive 1 day course, specifically for Business Development Consultants of Asset Managers, on understanding sustainable behaviour in financial decision making.
This course will equip practitioners with tools to help understand how financial planners use their products with clients and how to make the most of opportunities.
The course covers:
- The role of non-financial reference points and reference dependence decision-making.
- Behavioural nudging, framing effects, and mental accounting.
- How to apply these concepts to real-world contexts.
For more information or to book your place, contact us today!Sustainable Finance 101
We’ve developed a comprehensive one-day programme for anyone who wants to deepen their understanding of sustainability and its role in financial advice.
Drawing on our experience designing courses at MSc level, this course equips practitioners and business development teams with practical knowledge of values-based and sustainable investing, and how these concepts fit into the wider financial planning landscape.- Foundations of sustainability: Key principles, investment approaches, and regulatory frameworks.
- Investor behaviour and motivation: Understanding what drives sustainable choices.
- Real-world application: How to integrate these concepts into your advice and business strategy.
For more information or to book your place, contact us today!
