Oxford Risk, a global leader in behavioural finance, in collaboration with professional learning platform 42Courses, is launching The Art of Behavioural Investing.
This CPD-certified online course equips individual investors with the tools to navigate emotional pitfalls and improve long-term financial outcomes — and offers a valuable resource for advisers and financial institutions looking to support their clients’ behavioural journey.
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