Specialist Training Courses
The Future of Financial Planning belongs to those who understand the human mind and sustainability, as well as the markets.
Understanding behaviour and sustainability is no longer optional. The challenge for most firms is not awareness, but applying real understanding consistently in practice.
Our courses are designed to support both building understanding (our one day courses) and translating that understanding into practice (our two day courses).
Understanding Behavioural Finance (1 day)
A focused introduction to the behavioural influences that shape financial decision‑making.
Designed for advisers, paraplanners and business development professionals, this session builds practical understanding of:
- behavioural biases such as loss aversion, framing and mental accounting
- how clients actually make decisions in real-world contexts
- how your own behaviour and assumptions influence outcomes
The emphasis is on clarity, confidence and recognising behavioural patterns in practice.
For more information and to book your place, please contact us.
Understanding and Applying Behavioural Finance (2 day)
Our two-day Behavioural Finance course builds on the foundations of the 1‑day programme (day 1) and moves into practical application and implementation in your business.
In addition to developing a deeper understanding of behavioural finance, the second day focuses on:
- how behavioural thinking can be embedded into client processes
- designing conversations, reviews and communications with behaviour in mind
- creating a more consistent and defensible approach across the firm
This format is particularly relevant for firms looking to move beyond awareness into implementation.
For more information and to book your place, please contact us.
Behavioural Influences in Financial Decision‑Making: A Practitioner’s Guide
Our specialist behavioural finance training helps financial planners, paraplanners and asset management business development teams master behavioural biases, the unseen forces shaping our decisions.
Learn to examine client behaviour, deliver sharper advice, and gain a competitive edge in a market where psychology matters as much as performance.
This can be delivered as a one-day session focused on understanding, or extended to two days where the second day focuses on application in practice.
If you want to know more about how behavioural insights can be implemented in your business, we offer a two-day course where the second day focuses on the application of the understanding developed on the one-day course.
Understanding Sustainable Finance (1 day)
A practical introduction to sustainability and its role in financial advice.
This course is designed to help advisers, paraplanners and business development teams:
- understand key sustainability concepts, frameworks and approaches
- navigate common areas of confusion, including ESG, values-based investing and greenwashing
- understand how sustainability relates to client preferences and expectations
The emphasis is on building clarity and confidence in a rapidly evolving area.
For more information and to book your place, please contact us.Understanding and Implementing Sustainable Finance (2 day)
The two-day course extends beyond theory and focuses on how sustainable finance can be applied in practice.
In addition to developing understanding, the second day covers:
- how sustainability can be incorporated into advice and suitability
- approaches to capturing and using client preferences
- how to develop a consistent and credible firm-wide approach
- practical considerations, including governance, process and evidencing
This is particularly suited to firms and individuals involved in shaping propositions, investment approaches and client experience.
For more information and to book your place, please contact us.
Sustainable Finance
Our specialist sustainable finance training helps financial planners, paraplanners and asset management business development teams master the principles of sustainability, a powerful 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. This course can help you build bridges with those for whom sustainability matters.
This can be delivered as a one-day session focused on understanding, or extended to two days where the second day focuses on application in practice.
If you want to know more about how sustainable finance can be implemented in your business, we offer a two-day course where the second day focuses on the application of the understanding developed on the one-day course.