Over recent years, behavioural finance has become increasingly popular in the financial advice community. It is now widely understood that clients’ behaviours lead to poor decisions around money and investments. Many advisers recognise that it is part of their job to help clients make better decisions.
This leaves just one question: how?
In this webinar series (3 x 90 minutes), behavioural expert Neil Bage and financial wellbeing expert and coach Chris Budd (with additional material from top coach Jan Bowen-Nielsen) provide the answer to that question.
Through the series they provide training on behavioural finance issues, introduce coaching skills, and look at financial wellbeing theory. They identify the most common behaviours, and then explain how to coach a client who demonstrates each.
PLEASE NOTE: If you cannot make these dates, we will be adding this course onto an ‘On-Demand’ service. If you would like to be informed when this is available, please email firstname.lastname@example.org and we will let you know once it’s up and running.Book this event
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