EMPOWER YOUR “CLIENT CARE & PRACTICE” KNOWLEDGE & SKILLS

Finology is an interesting and unique mix of behavioural finance (“fin”) and investor psychology (“ology”) as it relates to giving investment advice to individual investors. Finology is where investing meets investors™. The finology discipline focuses on identifying investing biases, beliefs and behaviours and the investment outcomes. To achieve this, finology connects behavioural finance and investor psychology - encompassing “know the markets”, “know yourself” and “know your clients”.

Finology Benchmarking Indices is a new online finology knowledge and skills assessment tool, resulting in a personalised benchmarking report ...