Behavioural Finance

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Online sessions

Course Introduction

Financial decisions are rarely driven by numbers alone. In real-world financial markets, emotions, perceptions, and cognitive biases strongly influence how investors and managers interpret information and act upon it. In today’s dynamic economic environment, understanding how markets respond to financial and economic data requires more than traditional financial analysis. Alongside financial statements and valuation models, professionals must recognize the psychological forces that shape decision-making and market behavior. This Behavioural Finance Training Course provides a structured and practical exploration of how psychology interacts with finance to influence outcomes at both individual and organizational levels.

This Behavioural Finance training course examines how financial practitioners process information, respond to risk, and make decisions under uncertainty. Participants will explore key behavioural theories that challenge the assumption of fully rational investors and efficient markets. By connecting behavioural concepts with real financial scenarios, the course helps participants understand why markets sometimes deviate from expected outcomes and how behavioural biases can impact investment strategies, corporate decisions, and risk management. This deeper understanding equips participants to improve judgment, reduce costly errors, and make more informed financial decisions that support long-term organizational stability and performance.

This Behavioural Finance Training Course will cover:

  • Modern portfolio theory and the concept of the rational investor
  • Emotional finance and the role of unconscious decision-making
  • Psychology of risk and key behavioural biases
  • Behavioural corporate finance and strategic decision-making
  • Investor behaviour and market sentiment dynamics

Objectives

By the end of this Behavioural Finance Training Course, participants will gain a clear and structured understanding of how behavioural factors influence financial markets and decision-making. This course is designed to strengthen analytical judgment by combining financial theory with psychological insights, enabling participants to identify and manage biases that affect financial outcomes.

Participants completing this training course will be able to:

  • Define behavioural finance and explain its implications for financial markets and investment decisions
  • Identify investor psychology patterns and analyze how trading biases influence market behavior
  • Understand cognitive biases, explore their underlying causes, and apply real-life financial examples
  • Recognize common emotional biases and evaluate their impact on investment and corporate decisions
  • Understand loss aversion and assess how it affects risk-taking and portfolio choices
  • Examine herding behaviour and other social influences that distort rational financial decision-making

Training Methodology

This Behavioural Finance training course employs a structured and engaging learning approach designed to maximize understanding, retention, and practical application. The methodology combines conceptual learning with interactive exercises, allowing participants to link behavioural finance theories directly to real financial challenges. Emphasis is placed on active participation, discussion, and reflection to deepen comprehension of complex behavioural concepts.

Participants will engage in real-world case studies drawn from global financial markets and, where relevant, their own organizational contexts. These case studies are supported by group discussions, role-play exercises, and evaluations of internationally recognized tools and techniques used in behavioural finance analysis. Pre- and post-course assessments help measure learning progress and reinforce key concepts. In addition, participants will receive comprehensive handouts and practical examples in both printed and electronic formats to support continued learning beyond the training course.

Who Should Attend?

This Behavioural Finance Training Course is designed for professionals who are involved in financial decision-making, investment analysis, risk evaluation, and market strategy. It is particularly valuable for individuals seeking to enhance their understanding of how psychological factors influence financial markets and organizational decisions.

This training course will benefit:

  • Board-level members seeking deeper insight into cognitive influences on financial decisions
  • Investment professionals working within the financial sector
  • Risk management directors responsible for assessing behavioural risks
  • Financial analysts involved in market evaluation and asset pricing
  • Capital markets officials engaged in regulatory or market oversight
  • Equity sales professionals and portfolio managers managing investor behaviour and expectations

Course Outline

Day 1: Introduction to Behavioral Finance

  • Conceptual definition of finance : Hard versus Soft Finance
  • Understand the financial system operators: Arbitrageurs, Speculators and Hedgers
  • What is behavioral finance?
  • Traditional portfolio theory – A brief recap
  • The risk profiles of investors: Risk neutral, Risk Takers and Risk Adverse
  • Market sentiment & Stock market crashes

Day 2: Behavioural Finance: Application of Psychology in Financial Decisions

  • Heuristics or Rules of Thumb
  • Neuroeconomics and Neurofinance
  • Emotional Finance: The Role of the Unconscious in Financial Decisions
  • Experimental Finance
  • The Psychology of Risk
  • Psychological Influences on Financial Regulation and Policy

Day 3: Asset Pricing and Behavioural Biases

  • Market Inefficiency
  • Belief- and Preference-Based Models
  • Disposition Effect
  • Overconfidence
  • Familiarity Bias
  • Limited Attention & other behavioral biases

Day 4: Behavioural Corporate Finance

  • Financing Decisions
  • Capital Budgeting and Other Investment Decisions
  • Dividend Policy Decisions
  • Loyalty, Agency Conflicts, and Corporate Governance
  • Initial Public Offerings
  • Mergers and Acquisitions

Day 5: Investor Behaviour

  • Trust Behavior: The Essential Foundation of Financial Markets
  • Individual Investor Trading
  • Cognitive Abilities and Financial Decisions
  • Pension Participant Behavior
  • Institutional Investors
  • Derivative Markets

Certificate

  • COPEX Certificate of Attendance will be provided to delegates who attend and complete the course

Material published by Copex shown here is copyrighted. All rights reserved. Any unauthorized copying, distribution, use, dissemination, downloading, storing (in any medium), transmission, reproduction or reliance in whole or any part of this course outline is prohibited and will constitute an infringement of copyright.

Whats Makes Copex Courses Unique?

COPEX Training is your gateway to professional growth, with over 20 years of experience turning potential into success. Each year, we deliver over 1,000 courses in 50+ countries, earning a stellar 98% satisfaction rate. Trusted by global giants like BP, the United Nations, and HSBC, we partner with top certification bodies to provide career-focused training that empowers individuals and drives organizational breakthroughs. Our mission? To transform the way professionals learn and grow in today’s fast-changing industries. Through expert insights, cutting-edge methods, and hands-on approaches, we equip you with the skills and confidence to tackle challenges, seize opportunities, and thrive in your career.

Led by a passionate leadership team and supported by a network of world-class trainers, COPEX Training connects professionals worldwide with life-changing opportunities. We are committed to excellence, ensuring every participant leaves with the tools, expertise, and confidence to conquer an ever-evolving world.

Related Categories

Finance & Accounting

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Our cancellation policy varies depending on the circumstances presented. Generally, cancellations must be initiated in formal writing at least 14 days prior to the commencement date of the training course. Further, the option to shift an existing registration to another training course on a later date is possible. Otherwise, a full refund will be initiated.

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Our training courses will run for 5 hours per day. The standard daily timing is from 8:30 am – 3:30 pm including the coffee/tea breaks and lunch.

The training course fee can be settled by either:

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Published training course fees are inclusive of the training venue, training manual, writing materials, lunch and coffee breaks with refreshments over the entire duration of the training course.

Upon successful registration, processing window will take not more than 24 hours from the time of registration. An email including the registration confirmation, invoice and joining instructions will be sent to the provided email address.

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