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Topic overview

Discover practical strategies to recognise and manage client biases, helping you strengthen trust and deliver advice that truly resonates. This topic equips advisers with evidence-based tools to transform behavioural insights into better financial outcomes for their clients.

What will you achieve

  1. An understanding of the key behavioural biases that impact investment decision making.
  2. Ability to apply practical strategies to assist clients in dealing with their behavioural biases that will impact their long- term financial planning goals.

Structure and duration

This topic is designed to be completed over six (6) weeks, with access available for up to 12 weeks to accommodate flexibility.

Advisers undertaking the Professional Year will receive 20 hours of structured training per topic.

Advisers who successfully complete all requirements of the topic will be awarded a certificate of completion.

There are no specific due dates for activities. Advisers progress, complete and submit activities as they go. However, it is recommended that each activity be completed according to order laid out.

 

Recommended six (6) week study plan
WeekLearning focusHours
1Introduction to behavioural finance

Activity 1-3
5
2Recency and loss aversion bias

Activity 4-5
4
3Confirmation bias and anchoring

Activity 6
2
4Familiarity and home bias

Activity 7-8
3
5Tools for debiasing

Activity 9-10
3
6Integration and client-centric advice

Activity 11
3

Price

$275 (Inc. GST) per person (corporate package/rate available)

About the Financial Adviser Accelerator Suite (FAAS)

 

The Financial Adviser Accelerator Suite is the most interactive, engaging and career-focused training program the financial advice industry has ever seen — purpose-built to develop capable advisers who are ready to make an immediate impact.

Developed with early-career professionals in mind, the structured topics focus on building essential client engagement skills and financial advice fundamentals. The program is structured around four key knowledge pillars, with each topic containing multiple modules.

 

01

Fundamentals of Financial Advice

02

Client Care in Financial Advice

03

Client Engagement in Financial Advice

04

Quality Processes in Financial Advice