HUM Behavioral Coaching Program BCP
Elevate Your Financial Advisory Practice With the Power of Behavioural Coaching
Why Behavioural Coaching Matters
In today's complex financial world, clients need more than just technical advice. They need an adviser who can understand their unique challenges, guide them through tough decisions, and help them achieve their goals. By adopting a coaching approach, you can:
Build stronger, more trusting relationships with your clients
Help clients overcome behavioural biases and make better financial decisions
Differentiate your practice in a competitive market
Drive better outcomes for your clients and your business
What You'll Learn
The HUM Behavioural Coaching Programme is a comprehensive, hands-on learning experience that draws insights from behavioural finance, psychology, and communication.
The planned modules are:
1. Developing a Coaching Approach
Understand the principles of coaching and how to adopt a coaching approach in your advisery practice.
2. Mastering Coaching Conversations
Learn how to have effective coaching conversations that help clients make better decisions and achieve their goals.
3. Implementing Deep Listening Techniques
Develop your ability to listen deeply and understand the emotional and psychological factors that influence client behaviour.
4. Understanding & Influencing Investor Behaviour
Gain insights into research on investor behaviour and learn practical techniques for influencing client decisions.
5. Integrating Financial & Life Planning
Explore the complex relationship between financial and life goals, and learn how to help clients align their financial plans with their values and aspirations.
Be Part of the Inaugural Cohort
Live training days in London +
remote syllabus schedule
As part of the first cohort, you'll have the unique opportunity to be at the forefront of this transformative programme.
We're limiting the inaugural group to just 30 advisers to ensure a personalised, high-impact learning experience.
To be the first to be notified when the programme registration is open, please complete the form below…