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What is the Micro-Certificate in Applied Behavioural Finance?

Human behaviour is complex, and financial decisions are often made under conditions of uncertainty and irrational behaviour. To be effective as an advisor, you should be able to recognize your clients’ behavioural biases and know how to address them. An understanding of behavioural finance will help you integrate its concepts into your practice so you can deliver personalized advice that will help your clients make better investment decisions.

If you want to separate yourself from the crowd, the Micro-Certificate in Applied Behavioural Finance offers the training you may be looking for. It will equip you with insights into your clients’ behaviour that will help you tailor your advice to their needs in a way that goes beyond the standard solutions offered in traditional financial planning and investment management.

What is the path to the Micro-Certificate in Applied Behavioural Finance?

Who Should Enrol?

This program is designed for advisors seeking to understand behavioural finance so they can deepen their relationships with their clients and make stronger connections between their goals and behaviour. Because both courses on the learning path to the Micro-Certificate are accredited for multi-jurisdictional CE credits, the program will interest any registrant who needs to meet professional development CE requirements.

Course Completion and Digital Badge

Upon successfully completing the two courses that make up the program, you will receive a digital badge through your student profile. Digital badges are portable image files that allow you to share your credentials across the web. You can post them to your email signature, personal website, and social media channels, and even to electronic copies of your resume.