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What roles do cognitive bias and emotional factors play when clients are making important investment decisions? How can advisors apply Behavioural Finance principles to address client experiences and help them meet their financial goals?

To answer these questions, CSI has partnered with Behave Technologies, a leading behavioral economics consulting firm. Building on our previous course, Behavioural Economics for Financial Advisors (BEFA), this course helps advisors understand how behavioral tendencies impact investment patterns and influence financial decisions.

Combining psychology and finance, this course empowers advisors to take a more holistic approach to proactively identify and address behavioral patterns that may impact financial success. Applying this integrated methodology helps foster stronger client relationships and increases the likelihood of successful financial outcomes.

Earn the Micro-Certificate in Applied Behavioural Finance (MCABF) when you pair this course with our previous release, Behavioural Economics for Financial Advisors (BEFA), to better guide clients and stand out in a competitive market.

Who should enrol?

Financial services professionals, including those in the following roles, who want to understand and apply behavioural finance concepts in their practice while earning CE professional development credits:

  • Financial advisors
  • Mutual fund dealing representatives
  • Investment advisors
  • Financial planners
  • Wealth managers