Behavioural Coaching for Financial Advisors

This specialized course focuses on the application of behavioral finance principles and coaching techniques in financial advisory practice, helping advisors better understand and influence client decision-making. Participants will learn about cognitive biases, emotional influences on financial decisions, and evidence-based coaching methods to guide clients toward better financial outcomes. The curriculum covers client psychology, communication strategies, goal-setting techniques, and the integration of behavioral insights into financial planning processes. Through role-playing and practical exercises, learners will develop the skills to build stronger client relationships and improve client adherence to financial plans.