2025 HUM Behavioural Coaching Programme (BCP)
Are you a financial adviser looking to differentiate your practice and drive better outcomes for your clients?
The HUM BCP is designed to equip you with the skills and knowledge to effectively coach clients and navigate the evolving financial landscape.
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
The HUM BCP is particularly relevant given the key trends in the investment and financial planning worlds, such as the rise of indexation, the impact of technology, and the evolving role of advisers in helping clients manage their lives beyond just their finances.
What You'll Learn
The HUM BCP is a comprehensive, hands-on learning experience that draws insights from behavioural finance, psychology, and communication.
The program consists of four modules delivered over four months, each focusing on a specific aspect of behavioural coaching:
1. Developing a Coaching Approach
Understand the principles of coaching and how to adopt a coaching approach in your advisory 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. Influencing Investor Behaviour + Integrating Financial & Life Planning
Gain insights into research on investor behaviour, learn practical techniques for influencing client decisions, and learn how to help clients align their financial plans with their values and aspirations.
Each of the 4 Modules Includes:
✅ 1 x workshop (first workshop is in-person at Dimensional Fund Advisors in London, the next 3 are virtual)
✅ Access to 1 x group coaching session (virtual)
✅ Self-directed learning exercises and resources
Programme Team
The programme will be delivered by the following team.
Programme Host
Andy Hart
Andy Hart founded Humans Under Management in 2017 with the aim of promoting, highlighting and building on the work that great advisers are doing in developing their behavioural financial advice practices.
To date, HUM has hosted 15 behavioural finance conferences in Dublin, South Africa and London.
Andy is also the founder of Maven Adviser, a financial planning business based in London. He loves nothing more than helping families make the right financial and life decisions. At its core, this means telling it as it is, the whole unvarnished truth, and having a complete focus on what’s important.
More recently, Andy became one of the co-hosts of one of the UK’s most popular financial planning podcasts, The Real Adviser Podcast (TRAP)..
Lead Facilitator
Rob Macdonald
Rob Macdonald is passionate about helping financial planning and investment management businesses achieve better client outcomes.
Having held several senior executive positions in the investment industry, he is now an independent coach and consultant and has been a pioneer in the delivery of behavioural coaching and practice management programmes for financial advisers since 2014.
Rob is co-organiser of the annual Humans Under Management South Africa conference and is a sought-after speaker and writer. He is author of the book, The 7 Pillars of Financial Health - Partnering with a Professional to Thrive; and co-author of the books, Rethinking Leadership and Frontiers in Financial Psychology.
Rob is a Certified Financial Planner (CFP®) and a qualified coach and counsellor.
He holds a M Phil (Management Studies) from Oxford University and is a former Director of the MBA Programme at the Graduate School of Business, University of Cape Town.
Co-Facilitator
Roland Cox
Roland Cox is an experienced and highly qualified coach, committed to advancing personal transformation with his clients.
He is the founder of a boutique coaching practice that partners primarily with business leaders and their teams, delivering assessment, coaching and leadership work. Over the past 20 years he has delivered thousands of hours of coaching and assessment feedback to clients at senior levels in both the private and public sectors, from small businesses to multinationals, across a range of industries including technology, media, education, and financial services.
Over the past 10 years Roland has worked closely with Rob Macdonald in co-facilitating several behavioural coaching programmes for financial advisers and investment managers.
Roland has extensive coaching credentials and has a particular interest in adult development, neuroscience, body-based coaching and physical intelligence. He has an Honours Degree in Industrial Psychology, and a MPhil in Management Coaching.
Programme Dates
Below are all the programme dates.
To save these dates to your calendar, please download the HUM BCP calendar here
Module 1
Tues 10th June 9am to 5pm:
Full-day Workshop (In-person at DFA, London)
Module 2
Tues 22nd July 9am to 1pm:
4-Hour Workshop (Virtual)
Module 3
Tues 16th September 9am to 1pm:
4-Hour Workshop (Virtual)
Module 4
Tues 14th October 9am to 1pm:
4-Hour Workshop (Virtual)
Who Should Attend
This programme is designed for experienced financial advisers who are committed to personal and professional growth. If you're looking to enhance your client relationships and retention, stand out in a crowded market, adapt to the changing needs of clients, and build a thriving, sustainable advisory business, then the HUM Behavioural Coaching Programme is for you.
Pricing & Registration
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.
Register Now
Option 1
One-off payment of £1,980 +vat
Option 2
4 x monthly payments of £495 +vat
Total £1,980+vat.
Active HUM Premium members qualify for a 10% discount on the above programme fees.
Please use coupon code PREMIUM when registering.
If you are not a HUM Premium member but would like to qualify for the discount, please activate your membership at https://www.humansundermanagement.com/premium