Oxford Risk has launched a new online course to help investors navigate the emotional pitfalls of investing and improve long-term financial outcomes.
Led by Oxford Risk’s head of behavioural finance, Dr Greg Davies, ‘The Art of Behavioural Investing’ is designed to give firms a practical, scalable way to support clients through the emotional stages of investing and boost their financial literacy. This includes getting invested and staying invested through to avoiding reactive mistakes under pressure.
The course entails 35 short, practical lessons with CPD certification; a framework for helping clients create their own investing constitution; tools for building emotional confidence in clients; techniques including pre-commitment strategies, pause points and portfolio framing, as well as interview insights from experts in behavioural finance.
Oxford Risk said the course supports firms in meeting regulatory obligations, while improving long-term outcomes for clients. It is also aligned with wider regulatory and policy priorities, including helping reduce the £300 billion in uninvested cash savings.
Dr Greg B Davies, head of behavioural finance at Oxford Risk, said: “Advisers are on the front line of Consumer Duty. This course gives them behavioural tools to help clients stay invested, build confidence, and avoid decisions they’ll regret later.”
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