Behavioral Finance

TGS-2025055734

Target Audience
Private Bankers, Wealth Managers, Financial Advisors, & Independent Financial Advisors

Date

13 March 2026

Duration

1:00 PM – 5:30 PM
1/2 Day

CPD Hours

4

Funding

Financial Training Scheme (FTS)

Program Fee

Early Bird: 10% Discount (register 1 month before the program commencement date)
Regular Fee: S$500

Sign up now for any of the sessions. A confirmation email with the hotel venue details will be sent to you closer to your selected date.

This program delivers behavioral finance training for private bankers, wealth managers, and financial advisors. Participants learn how to identify client biases, apply behavioral insights, and deliver consistent, trust-based advisory outcomes that support long-term investment success.

Program Overview

Learning Objectives

Identify and analyze behavioral biases in clients’ financial decision-making.
Develop strategies to reduce the influence of biases in investment policies.
Build stronger, trust-based relationships with clients using behavioral insights.
Implement tools and techniques to enhance client outcomes and advisorysuccess.

Program Introduction & Orientation

Harness behavioral insights to strengthen client relationships, managebiases, and drive smarter investment outcomes.

Program Highlights

Introduction to Behavioral Finance

Mitigating Behavioral Biases inInvestment Policies

Enhancing Adviser–Client Relationshipsthrough Behavioral Finance

Monitoring Behavioral andEmotional Biases

Practice & Application

Participate in role-play scenarios to uncover and address client biases.

Apply behavioral financestrategies in real-worldadvisory situations.

Key Value Propositions: Behavioral Finance – Strengthening Relationships with Behavioral Insights

Turning Insights into Smarter Decisions

This program helps private bankers and financial advisors harness behavioral finance tools to better understand client biases, build trust, and deliver smarter investment advice. This program supports financial professionals in applying behavioral finance principles aligned with real-world advisory and client relationship expectations.

Client-Centered Understanding

Identify and analyze common behavioral biases that influence financial decision-making. Learn how these insights can strengthen client relationships and improve advisory conversations.

Strategic Application

Apply practical techniques to mitigate behavioral biases in investment policies and portfolio strategies. Gain confidence in using behavioral finance as a tool to guide clients toward better outcomes.

Smarter Advisory Outcomes

Implement proven behavioral finance methods to enhance client trust, reduce decision-making risks, and deliver results that align with long-term financial goals.