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Customised certification training

training in
BEHAVIOURAL FINANCE

Understand and master behaviours to optimise financial strategies.

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Training objectives

Each module is designed to effectively build your skills, enabling you to quickly master behavioural finance skills.

Fundamentals of behavioural finance

This module introduces the origins and key concepts of behavioural finance, in contrast to traditional finance. Participants will discover how economic decisions are influenced by psychological, emotional and social factors. Through concrete cases and scientific studies, they will understand why economic actors are not always rational, and how these deviations affect markets.

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Identifying cognitive biases in finance

In this module, participants will explore the main cognitive biases that affect financial decisions, such as loss aversion, overconfidence, the disposition effect and confirmation bias. Each bias will be illustrated with examples from the financial markets or everyday life. The aim is to better recognise these biases in oneself and others, in order to limit their impact on investment decisions.

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Making better decisions under uncertainty

This module focuses on decision-making mechanisms in situations of uncertainty, stress or volatility. It offers practical tools for improving reasoning and discipline as an investor, advisor or manager. Participants will learn how to structure their choices, assess risks more objectively and adopt a systematic and rigorous approach.

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Applying behavioural finance in professional practice

This module links the concepts covered to their practical application. Whether in portfolio management, financial advice, financial product sales or client communication, participants will learn how to integrate behavioural finance principles into their professional practices. Role-playing exercises and practical case studies will reinforce what they have learned.

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Your comments

The details of your behavioural finance training

Online or face-to-face

Choose your course format and timetable to suit your schedule. We tailor your training to your availability.

3 months

The duration of the training may vary depending on your level and objectives. Expect to invest 4 to 6 hours per week.

Graduate

Our behavioural finance training programme leads to a qualification and is internationally recognised. We are eduQua certified.

The modules

I. Foundations and theoretical framework of behavioural finance

- Analysis of the limitations of market efficiency theory and pure rationality models.
- Presentation of the contributions of cognitive and social psychology to economics and finance.
- Study of pioneers in the field: work by Daniel Kahneman, Amos Tversky and Richard Thaler.

II. Cognitive biases and systematic errors in financial decision-making

- Exploration of major cognitive biases: anchoring bias, confirmation bias, recency effect, availability heuristic.
- Impact of biases on investment behaviour, portfolio management and speculative bubbles.
- Tools for identifying and measuring cognitive biases in financial analysis.

III. Decision-making under uncertainty and managing emotions

- Application of expected utility, anticipated loss and risk aversion theories.
- Understanding the role of emotions (fear, greed, regret) in market dynamics.
- Robust decision-making techniques: scenario planning, probabilistic approach, cognitive stress management.

IV. Integrating behavioural finance into professional practice

- Implementation of behavioural tools in financial advice, wealth management and banking marketing.
- Detection of behavioural biases in customers and tailored recommendations (nudging, framing).
- Case studies: mistakes made by institutional investors, active versus passive management, behavioural allocation.

«Behavioural finance provides a better understanding of how emotions and cognitive biases influence our financial decisions. This course offers practical guidance on how to gain a broader perspective, refine your judgement and make more rational decisions in complex and uncertain environments.»
Simon Pawolleck
Simon PawolleckChief Executive Officer
François E. Aubert is an expert in the financial sector, with over 25 years’ experience in banking and international training. Specialising in particular in private banking, wealth management and client relations, he works with finance professionals in numerous countries. Holding several recognised qualifications in finance and wealth management, he brings to this training course a strategic approach that is firmly rooted in the practical realities of the profession.
François E. Aubert
François E. AubertExpert trainer

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FAQ

We are an eduQua accredited training centre. This guarantees the quality of your training, as well as strong recognition of your diploma in Switzerland and internationally.

What's more, the vast network of companies where OSAM provides training contributes to the value of your certificate.

Please contact us for a quotation.
The price is personalised according to your level, your objectives and the course format you choose.
Payment can be made in several monthly instalments free of charge.

This training course is intended for financial professionals, to investment advisers, to wealth managers, as well as to company directors and strategic decision-makers wishing to incorporate psychological and behavioural factors into their financial decisions.

It is also relevant for trainers, financial coaches, and HR professionals involved in the development of skills related to decision-making, risk management and emotional regulation.

No technical prerequisites are required, but familiarity with basic concepts in economics or finance is an asset.

Contact us and get a complimentary trial session with your trainer.

This is the best way to realise the full value that this training will bring you.

By e-mail: contact@osamformations.com

By telephone: + 41 22 518 90 93

For more information, contact us!

Free quote and introductory session

Our training manager will contact you to present our method and our rates.

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