Evaluating customer behaviour in the markets
Products and asset classes
Context / Issues
While the laws and theories that characterise finance and investment are mainly mathematical and rational, those who make the markets - the people - rarely are.
Behavioural biases negatively affect portfolio performance and risk assessment. Understanding the main behavioural biases and acting to moderate them can improve portfolio quality, avoid certain risks and improve client relationships.
This course, illustrated with numerous examples and tools, will help identify and moderate one's own irrational decisions as well as those of one's clients in order to improve the quality of advice, the relationship with the client and the performance of the investment.
Themes
- Definition of a risk profile
- Risk profile and client typology models
- Common behavioural biases
- Impact of bias on investment decisions
Testimonials
Challenging yourself, challenging your own certainties, updating your knowledge, discovering unexplored financial activities, arming yourself to build your future, constantly exchanging with confirmed experts, all in a relaxed atmosphere conducive to the acquisition of knowledge directly useful for your daily work: these are the objectives that can be achieved by actively participating in the MAS HES in Banking & Finance of the ISFB.
In a banking world that is constantly changing and has recently been jostled by new disruptors, it is becoming imperative for organizations and individuals alike to get out of their comfort zone and rethink the way they operate. Faced with this challenge, the wealth of the MAS in Banking & Finance allowed me to acquire all the agility I needed to respond to such a changing environment. Based on a clever mix of the banking world and new technologies, this training provides the expertise and vision that everyone needs to evolve in the world of today and tomorrow.
The organization, the subjects studied, the exchanges and the quality of the speakers made this training an enriching experience not only from a professional but also from a personal point of view. Also, the topics covered gave me a better understanding of the problems that our field will have to face in the future. Indeed, while it is crucial to keep an open mind and be attentive to the environment around us, the knowledge acquired here will provide a solid basis for reflection when making important decisions.
The skills acquired from the speakers in the ISFB MAS training have given me a better understanding at the strategic level while taking into account the impact of new technologies on the trades. In addition, the management courses clearly showed me that the key is in adaptation, innovation and agility. In addition to my professional qualifications, I will thus be able to make a constructive contribution to the bank's development.
The promises were kept, both in terms of the quality of the speakers and the material. Bravo and thank you.
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Accreditations / Certifications
- SAQ Recertification: CWMA-ISFB-22-3129 Renewal Accredited Court(s)
Audiences
- Job(s)Investment adviceCustomer relationship / front office
- Domain(s)Products and asset classes
- LevelMaitrise
Information
- Location:ISFB Geneva
- Course:Presential
- Language :French
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