Behavioural Finance for Advisers

Two half-days

15 & 16 September 2026, 09:30 - 12:30 (UK time)

Most advisers know, intellectually, that clients aren't purely rational. They've seen people panic in markets, delay decisions that make sense on paper, or cling to views that quietly work against their own interests. The frustration usually isn't a lack of technical knowledge — it's knowing what should happen, and watching something else happen instead.

This two half‑day workshop is about closing that gap. We look at behavioural finance not as a list of biases to memorise, but as something that shows up in real conversations, often subtly and without warning. 

Public course booking

Members: £209pp
Non-members: £269pp

To book this workshop for yourself or up to 6 Delegates, please complete the below form:

Corporate (In-house) training

To book this workshop for your company as a corporate (in-house) training session for between 7-16 Delegates, on a date that's convenient for you, please complete the below form to register your interest:

Summary

Dates: 15 & 16 September 2026

Timings: 09:30-12:30 (UK time)

 Duration: Two half-days

 No of attendees: Up to 14

 Format: Online - Virtual delivery

 CPD: Recognised

Trainer: Paul Archer

Price: £209 Members/£269 Non Members

Workshop Overview

Advisers learn how bias, emotion, memory, and identity influence decisions in the moment — and, crucially, how to respond without arguing, persuading, or slipping into pressure. 

The focus is on practical judgement: noticing what's driving behaviour, slowing the conversation down when needed, and helping clients think clearly enough to make decisions they're comfortable with over the long term.

This workshop isn't about turning advisers into psychologists. It's about giving them a clearer lens for what they're already seeing and a steadier hand when behaviour, not numbers, is driving the decision. That's where behavioural finance earns its keep.

By the end of the workshop, advisers will be able to:

• Recognise common behavioural biases as they show up in real conversations, rather than as abstract concepts or academic labels.
• Understand why logic alone often fails, even when advice is technically sound and clearly explained.
• Spot when emotion, fear, or overconfidence is driving a decision, and respond appropriately without confrontation or debate.
• Use simple, practical techniques to slow decision‑making down, creating space for clients to think rather than react.
• Reframe biased thinking without arguing facts, adjusting the context of the decision instead of challenging beliefs head‑on.
• Support clients through uncertainty, hesitation, and inertia, without rushing them or rescuing the decision for them.
• Help clients feel ownership of their decisions, increasing follow‑through and long‑term confidence in the advice process.

Who should attend?

All practising mortgage and protection advisers, mortgage brokers and financial advisers, new or experienced. Wealth Managers or Holistic Advisers

Corporate Solutions

As part of our commitment to advancing professional standards within the sector, the CII offers a comprehensive suite of training and development solutions. These are designed to provide a structured, collaborative approach to skills enhancement, fully aligned with our internationally recognised Professional Map.  We offer workshops covering exam revision, technical training and business and leadership topics. 

Whether you're looking to upskill employees, support career progression, or drive business success, our bespoke training solutions can elevate and future proof the competencies required across your workforce. 

A full list of courses can be viewed in our 2025 Training Catalogue.

Public (open) course booking form

Corporate (In-house) Training

Register your interest in our other courses

For enquiries about this course, please email to: business.enquiries@cii.co.uk

Please note: The price of the workshop is based on British Pound Sterling (GBP). The purchase price will be processed using the relevant international currency conversion rate at the point of sale. Contact us for further information.

CII workshops are sold on a first come first serve basis, and therefore availability may change, depending on the number of bookings received. Once a workshop becomes full, the above date will no longer be available, and new dates will be published.

We reserve the right to postpone the above workshop dates, subject to a minimum number of bookings received. Your booking will only be confirmed, once payment has been processed and you receive a booking confirmation email from the training team.

Can't attend on this date? Register your interest in other training workshops and future dates.

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