Behaviour, Ethics & Suitability
The biases that quietly cost real money, and the duties that arrive the moment the money is someone else's — from the behaviour gap to fiduciary care, conflicts and conduct.
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Why does a loss hurt more than the same-sized gain feels good?
Start the first lessonUnit 1 Biases That Cost Money
- Why does a loss hurt more than the same-sized gain feels good?
- Why does trading more often leave you with less?
- Why does the recent past feel like the future?
- Why is it so hard to buy when everyone else is selling?
Practice Check · Unit 1 A short check · cannot be failed Start
Unit 2 The Behaviour Gap
- Why do you only ever find evidence that you were right?
- Why do investors earn less than the funds they own?
- What can a written rule protect you from that willpower cannot?
- Which of these biases is costing you the most?
Practice Check · Unit 2 A short check · cannot be failed Start
Unit 3 Duty — Fiduciary vs Suitability
- What does it actually mean to act in someone else's best interest?
- How is "suitable" a lower bar than "best interest"?
- Why does "suitable" depend on the person, not the product?
- When does a duty attach — and to whom?
Practice Check · Unit 3 A short check · cannot be failed Start
Unit 4 Conflicts, Disclosure & Conduct
- Where do conflicts of interest hide in a fee structure?
- When is disclosure enough — and when is it an excuse?
- What do professional standards of conduct actually ask of you?
- What have you actually learned about behaviour and duty?
Practice Check · Unit 4 A short check · cannot be failed Start
Last Course exam
One exam, the whole course Unlocks when you have read all 16 lessons
Passing it earns the course certificate.