Key details
Mode of delivery: Classroom-based
Course code: AFB65C
Duration: 5 days
Fee: £4,625.00 + 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.
