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Key details

Mode of delivery: Online Course

Course code: AFB65CO

Duration: 5 days

Fee: £3,700.00 + VAT

CPD Hours: 30

Course Overview

This course explores the evolving landscape of modern investing, combining behavioural finance, ESG integration, and fintech innovation. Participants will examine how cognitive biases influence investor behaviour, how sustainability principles shape portfolio construction, and how technologies like blockchain, AI, and robo-advisors are transforming financial markets. Through an integrated strategy lab, participants will apply stress testing, scenario analysis, and simulation exercises to develop and refine cross-market investment strategies in a dynamic, real-world context.

Agenda

Day – 1 Behavioural Finance and Investor Psychology

Cognitive Biases and Heuristics
Irrational Market Behaviour
Behavioural Portfolio Construction

Day – 2 Sustainable and ESG Investing

Principles of ESG and Responsible Investing
ESG Risk Integration into Portfolios
Green Bonds and Impact Funds

Day – 3 Financial Innovation and Fintech in Markets

Blockchain and Tokenized Assets
Algorithmic Trading and Robo-Advisors
Big Data, AI, and Predictive Analytics

Day – 4 Integrated Market Strategy Lab

Cross-Market Investment Strategy
Scenario Analysis and Stress Testing
Group Simulation: Competing Investment Strategies

Day – 5 Course Review

Summary and recap of key learning objectives
Action Planning

Post-Course

Three (3) x hour-long Executive Coaching sessions at monthly intervals following Course Completion

Target Audience

This course is suitable for:

Investment Professionals (Analysts, Associates, Portfolio Managers)
Finance Managers and Corporate Treasurers
Capital Markets, Fixed Income, Equity, and Derivatives Professionals
Financial Regulators and Supervisors
Risk Analysts and Financial Controllers
Wealth Managers and Private Bankers
Fintech Professionals
Policy Advisors and Economists
Sustainability and ESG Officers
Business School and Executive Education Participants

Learning Outcomes

By the end of this course, you will be able to implement a successful strategy that enables you to:

Identify biases like loss aversion, anchoring, and herding.
analyse market bubbles through behavioural lenses.
Incorporate behavioural factors into portfolio design.
Describe ESG scoring frameworks and impact metrics.
Evaluate how ESG risks affect portfolio risk-return.
Analyse instruments aligned with sustainability goals.
Describe how DLT enables asset tokenization.
Evaluate the pros/cons of automated investment platforms.
Apply data science concepts to forecast market moves.
Construct a diversified investment strategy using equity, debt, and derivatives.
Apply stress-testing techniques to strategy simulations.
Evaluate team-based strategies under live market simulations.