Behavioral Finance and Investment Decisions Course

Name: Behavioral Finance and Investment Decision Making Course
Availability: InStock

Diagnose investor biases, test market evidence, improve portfolio choices, and apply debiasing controls to investment decisions.

Behavioral Finance and Investment Decisions Course

At a glance

Duration: 5 days
Format: Classroom
Cities: Seoul, Rome, Milan, Accra, Cairo, Amsterdam and more
Next session: 12 – 16 October 2026, Seoul
Average fee: 5,800 €

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Behavioral Finance and Investment Decision Making Course

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Overview

Behavioral Finance and Investment Decision Making Course is a five-day intermediate course for investment analysts, portfolio professionals, advisers, treasury teams, finance managers, and risk professionals, who leave with a Behavioral Investment Decision File. The course connects market evidence, risk preferences, prospect theory, cognitive and emotional biases, investor sentiment, market anomalies, portfolio choices, committee behavior, and debiasing controls. Agile Leaders Training Center delivers practical behavioral finance and investment decision training.

Who Should Attend

Investment functions responsible for security and portfolio recommendations
Wealth and advisory functions responsible for investor choices and communication
Treasury functions responsible for market exposure and allocation decisions
Risk functions responsible for challenge, limits, and decision quality
Finance functions responsible for investment cases and capital decisions
Governance functions responsible for committee records and decision review

The course assumes participants already use market, portfolio, financial, or risk information and leaves out personal financial advice, trading signals, jurisdiction-specific regulation, and certification preparation.

Departments and Industries

The course supports departments that evaluate financial-market evidence, investor behavior, portfolio choices, and decision controls across institutional and commercial settings.

Investment research, portfolio management, and asset allocation teams
Banking, wealth management, and financial advisory functions
Corporate treasury, finance, and strategic-investment departments
Risk, compliance, governance, and internal-audit functions
Insurance, pension, endowment, and family-office investment teams
Energy, infrastructure, real-estate, and industrial investment functions

Learning Objectives

By the end of this course, participants will be able to:

Apply behavioral finance to investment decisions
Analyze cognitive and emotional investment biases
Evaluate framing, loss aversion, and risk preferences
Compare sentiment, herding, and market-anomaly evidence
Use debiasing controls in portfolio and committee choices
Build a Behavioral Investment Decision File

Course Agenda

Day 1: Decision Foundations and Market Evidence

Traditional and Behavioral Finance Comparison Map
Investment Decision Cycle and Evidence Gate
Risk, Return, and Preference Profile
Bounded Rationality Decision Canvas
Behavioral Investment Decision Journal

Day 2: Cognitive Biases and Forecasts

Overconfidence and Calibration Test
Anchoring and Adjustment Review Sheet
Representativeness and Base-Rate Checklist
Availability and Salience Evidence Screen
Confirmation Bias and Disconfirming Evidence Log

Day 3: Emotional Biases and Investor Choices

Prospect Theory Value Function Map
Loss Aversion and Disposition Effect Record
Framing and Mental Accounting Matrix
Status Quo and Endowment Effect Test
Regret, Self-Control, and Familiarity Assessment

Day 4: Markets, Portfolios and Governance

Investor Sentiment Indicator Dashboard
Herding and Market-Anomaly Evidence Grid
Behavioral Portfolio Constraint Review
Investment Committee Groupthink Challenge
Pre-Mortem and Debiasing Control Checklist

Day 5: Behavioral Investment Practice

Suggested Exercise: Bias Diagnosis and Decision Journal
Suggested Exercise: Forecast Calibration and Evidence Challenge
Suggested Exercise: Prospect Theory and Portfolio Choice
Suggested Exercise: Committee Debiasing Review
Capstone Exercise: Behavioral Investment Decision File

Practical Exercises

The course uses suggested activities to connect behavioral diagnosis, market evidence, portfolio choices, and governed decisions.

Suggested activity: identify overconfidence, anchoring, availability, and confirmation bias in an investment recommendation.
Suggested activity: compare choices under alternative frames, loss scenarios, reference points, and mental accounts.
Suggested activity: test sentiment, herding, and market-anomaly claims against independent evidence.
Suggested activity: assemble bias findings, alternatives, pre-mortem results, controls, and recommendation records into the capstone file.

FAQs

Who suits behavioral finance and investment decision training, and what does it assume?

Behavioral finance training suits professionals who already evaluate markets, portfolios, financial cases, client choices, or risk evidence and need a controlled method for diagnosing decision bias.

How does behavioral finance training differ from financial-market analysis training?

Behavioral finance training examines how psychology and group dynamics affect investment judgment, while financial-market analysis training concentrates on instruments, valuation, economic drivers, and market data.

How does prospect theory affect investment decisions?

Prospect theory describes choices relative to reference points, with losses often carrying different weight from comparable gains and framing changing how alternatives are perceived.

How can investment teams reduce overconfidence and confirmation bias?

Investment teams can reduce overconfidence and confirmation bias through calibration records, base rates, independent challenge, disconfirming evidence, pre-mortems, decision journals, and defined review gates.

Why do herding and investor sentiment matter in financial markets?

Herding and investor sentiment matter because shared narratives, imitation, attention, and emotional reactions can influence demand, valuation, volatility, and the persistence or reversal of market moves.

Conclusion

Participants take back a Behavioral Investment Decision File containing preference profiles, bias tests, decision journals, sentiment reviews, portfolio challenges, pre-mortems, and recommendation records. The file changes unexamined judgment into a traceable decision process. It supports transparent assumptions, independent challenge, controlled choices, and reviewable investment recommendations.

credits: 5 credit per day

Course Mode: full-time

Provider: Agile Leaders Training Center

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Showing 61-74 of 74 events

Location	Dates	Duration	Mode	Price
Tbilisi	Week 33, 2027 16 – 20 August 2027	5 Days	Onsite	€5,000
Manama	Week 33, 2027 22 – 26 August 2027	5 Days	Onsite	€4,700
London	Week 34, 2027 23 – 27 August 2027	5 Days	Onsite	€5,700
Frankfurt	Week 34, 2027 23 – 27 August 2027	5 Days	Onsite	€5,700
New York	Week 35, 2027 30 August – 3 September 2027	5 Days	Onsite	€12,000
Amsterdam	Week 36, 2027 6 – 10 September 2027	5 Days	Onsite	€5,700
Abu Dhabi	Week 36, 2027 6 – 10 September 2027	5 Days	Onsite	€4,700
Kuala Lumpur	Week 37, 2027 13 – 17 September 2027	5 Days	Onsite	€5,200
Jakarta	Week 37, 2027 13 – 17 September 2027	5 Days	Onsite	€5,700
Trabzon	Week 37, 2027 19 – 23 September 2027	5 Days	Onsite	€6,800
Baku	Week 39, 2027 27 September – 1 October 2027	5 Days	Onsite	€5,000
Athens	Week 40, 2027 4 – 8 October 2027	5 Days	Onsite	€6,700
Zanzibar	Week 40, 2027 10 – 14 October 2027	5 Days	Onsite	€5,500
Dubai	Week 41, 2027 11 – 15 October 2027	5 Days	Onsite	€4,500

Frequently asked questions

What does this course cover?

OverviewBehavioral Finance and Investment Decision Making Course is a five-day intermediate course for investment analysts, portfolio professionals, advisers, treasury teams, finance managers, and risk professionals, who leave with a Behavioral Investment Decision File. The course connects market evidence, risk preferences, prospect theory, cognitive and…

Are training dates available?

Yes. Available dates and destinations are listed in the course dates section on this page.

How can I register?

Choose an available date on this page and complete the registration form, or send a programme enquiry.

Can I download the course brochure?

Yes. Use the brochure download link provided on this page.

Behavioral Finance and Investment Decisions Course