Led by Dr Greg B Davies, Head of Behavioural Finance at Oxford Risk, the course gives firms a practical, scalable way to support clients through the emotional journey of investing — from getting invested, to staying invested, to avoiding reactive mistakes under pressure.
What the course includes:
- 35 short, practical lessons with CPD certification
- Tools for building emotional confidence in clients
- A framework for helping clients create their own Investing Constitution
- Techniques including pre-commitment strategies, Play Pots, pause points, and portfolio framing
- Interview insights from Carl Richards, Daniel Crosby, and other global experts in behavioural finance
Built around four golden rules — Create a Safety Net, Put the Rest to Work, Diversify, and Leave It Alone — the course supports firms in meeting regulatory obligations while improving long-term outcomes for clients.
It is also aligned with wider regulatory and policy priorities, including helping reduce the £300bn in uninvested cash savings — benefiting investors, advisers, institutions, and the wider economy.
“Advisers are on the front line of Consumer Duty. This course gives them behavioural tools to help clients stay invested, build confidence, and avoid decisions they’ll regret later.”
— Dr Greg B Davies, Head of Behavioural Finance, Oxford Risk
Ideal for:
- Adviser onboarding and professional development
- Boosting client financial literacy
- Re-engaging cash clients
- Strengthening suitability and advice frameworks
To enrol your teams or explore access options, visit:
👉 https://www.42courses.com/courses/the-art-of-behavioural-investing
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🔹 About Oxford Risk
Oxford Risk is a global leader in behavioural finance and personalised client engagement technology. Founded in 2002 by decision science experts from Oxford University, we specialise in helping financial institutions better understand their clients and support them in making more confident, consistent investment decisions.
At the heart of our solution is the Oxford Risk Financial Personality Assessment — a quick, research-backed tool that builds a detailed behavioural profile for each investor. It measures over 20 dimensions of financial personality, including risk tolerance, confidence, composure, impulsivity, and sustainability preferences.
These insights power our Behavioural Engagement Platform, which enables wealth managers and financial advisers to deliver consistent, personalised advice, messaging, and nudges that are tailored to each client’s personality, preferences, and situation. The result: more engaging and effective client conversations, greater emotional comfort with investing, and better long-term outcomes.
Our technology is designed to be simple to implement and scalable across large client bases. It supports firms in meeting their regulatory obligations, improving investor experience, and driving commercial results — from greater assets under management to improved client retention and trust.
Oxford Risk is trusted by leading banks, wealth managers, pension providers, and digital platforms across the UK, Europe, South Africa, Asia, and beyond.
