• Who is this course for?

    This course is designed for financial advisers. While the issues and opportunities discussed in this course are relevant for advisers across the world, they are considered particularly relevant for Australian advisers, given that recent regulatory changes mean that they are now required to understand behavioural finance.

  • What are the benefits?

    This course will help advisers to better understand and influence their clients, and to build trust and commitment in their relationship. Ultimately this means delivering more valuable advice to more clients. It should also help Australian advisers successfully complete their FASEA exam and bridging units.

  • What is different about this course?

    Because this course is for financial advisers it is designed for an audience with a certain level of financial sophistication. It offers independent, evidence-based psychological insights with practical applications. These are delivered via short-videos and interactive quiz questions.

Who is the course for? What is different about it? What is included?

Your course has been developed by ...

Simon Russell

Simon is arguably the leading authority on the application of behavioural finance in the Australian market. He is the founder and Director of Behavioural Finance Australia (BFA). At BFA he provides specialist behavioural finance training & consulting to financial advisers, fund managers, major super/pension funds and other financial services professionals. Simon is regularly asked to speak at both academic and industry conferences. He is also the author of three books on behavioural finance: "Behavioural Finance - A guide for financial advisers", “Applying Behavioural Finance in Australia” and "Cyborg". Simon holds a Bachelor of Arts (Psychology) & Bachelor of Commerce (Finance) both from the University of Adelaide, Graduate Diploma in Applied Finance & Investments from the Securities Institute of Australia, Master of Applied Finance from Macquarie University, Diploma of Financial Planning from MLC Advice Education and a Graduate Certificate in Management from the Australian Institute of Management. More information about Simon, his work, books, articles, podcasts are available at www.behaviouralfinanceaustralia.com.au.

Pricing options

You can purchase all 13 eLearning Modules together, or one at a time. If you purchase them together you will save $300. If you decide to purchase them together you can make one payment, or pay progressively over 7 months.

FPA CPD Accreditations

CPD certificates will be issued automatically upon the completion of each module.

Module
CPD hours
ASIC
Financial planning
ASIC
Skills req
FASEA
Client care & practice
FASEA
Tech comp
FASEA Profess & ethics
1 0.75
0.25
0.50
0.50
0.25
-
2
1.00
0.50
0.50
0.50
0.50
-
3
0.75
0.25
0.50
0.50
0.25
-
4
0.75
0.25
0.50
0.50
0.25
-
5
0.75
0.25
0.50
0.50
0.25
-
6
0.75
0.25
0.50
0.50
0.25
-
7
0.75
0.25
0.50
0.50
0.25
-
8
1.00
0.25
0.75
1.00
-
-
9
0.75
0.25
0.50
0.50
0.25
-
10
1.00
0.25
0.75
1.00
-
-
11
1.25
-
1.25
1.25
-
-
12
1.00
0.50
0.50
0.50
-
0.50
13
0.50
-
0.50
0.50
-
-






Total
11.00
3.25
7.75
8.25
2.25
0.50