Confirm
Guide better investment decisions under pressure.
A one-day program with Ron William for private banking and wealth management professionals.
Ask about program suitability, funding eligibility, or registering your team.
Date
Format
Funding
THE CLIENT CONVERSATION
Why does investor
psychology matter right now?
The harder moment comes when a client feels anxious, becomes overconfident or is ready to depart from a long-term plan.
In this one-day program, Ron William shows private banking professionals how to spot these patterns early and handle the conversation without losing sight of the client’s long-term goals.
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percentage-point gap
Average equity investor return versus the S&P 500 in 2024
THE BEHAVIOUR GAP
Markets can perform. Investors can still fall behind.
DALBAR’s cash-flow-based measure shows how the timing of purchases, redemptions and exchanges can affect realised returns. In 2024, the average equity investor earned 16.54% while the S&P 500 returned 25.02%—the second-largest gap of the decade.
For advisers, the relevance shows up in familiar conversations: a client wants to sell after a sharp fall, chase the latest winner or abandon a long-term plan. Knowing the bias is useful. Knowing what to say next is what protects the quality of the decision.THE BEHAVIOUR GAP
Why does investor
psychology matter right now?
Ron connects the behavioural science to situations advisers know well: portfolio reviews, product recommendations and calls during volatile markets. Participants practise how to read the situation and respond more effectively.
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A one-day program on the psychology behind investment decisions — the biases, decision styles, and typologies that shape whether a client says yes to a recommendation, or doesn’t.
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Use investor typologies and decision styles to adapt how you explain a recommendation—without changing its suitability, risks or trade-offs.
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Meet Ron William
CFTe
CMT
23 years in financial markets
Ron William, CFTe, CMT, is a market strategist, educator and performance coach with more than 20 years’ experience in economic research and institutional markets. He founded RWA Market Advisory and previously spent four years at Bloomberg as a senior technical-analysis specialist, training and consulting across EMEA.
Ron brings both perspectives to the room: the discipline of a market practitioner and a practical understanding of how people behave under pressure.
WHO THIS IS FOR
For professionals attending individually—and firms sending a team.
For individual professionals
If you advise clients, this program will help you recognise behavioural patterns in the moment and adjust the conversation while keeping recommendations, risks and suitability clear.
- Private-banking relationship managers
- Investment consultants
- Senior client advisers
- Fund specialists
- Portfolio managers
For managers and L&D leaders
For firms, the benefit is consistency. Colleagues learn a common way to recognise investor behaviour, discuss difficult cases and apply the ideas in client conversations.
Planning to send more than one participant? Talk to us about the roles involved, funding eligibility and registration.
INSIDE THE DAY
Five parts, built around one advisory framework.
The Successful Investor Advisory Framework moves from brain response and decision style to practical advisory action.
FUNDING AND PROFESSIONAL DEVELOPMENT
Is Inside the Investor’s Mind IBF-STS funded?
Yes. The program is accredited under the IBF Standards Training Scheme, reference TGS-2026063546, and carries 8 CPD hours upon successful completion.
Eligible Singapore Citizens and Permanent Residents who are physically based in Singapore may receive 50% course-fee funding. Eligible Singapore Citizens aged 40 and above may receive 70%, subject to the prevailing S$3,000 cap and IBF terms.
IBF-STS Accredited — TGS-2026063546
Funding is subject to IBF’s prevailing eligibility, attendance and assessment requirements. IBF subsidies do not apply to GST; ask us to confirm your final payable amount before registering. View IBF-STS funding information.
QUESTIONS BEFORE YOU DECIDE
What to know before you register.
What is investor psychology?
Investor psychology examines how emotion, cognitive bias and perception influence financial decisions. In advisory work, it helps explain why a client may panic-sell, chase recent performance, hold a losing position or delay a decision even when the underlying facts are unchanged.
Is this an academic psychology course?
No. You do not need a psychology background. Ron applies the concepts to advisory work through investor typologies, case studies, role-play scenarios and responsible choice framing.
Who should attend?
The program is designed for relationship managers, investment consultants, senior client advisers, fund specialists and portfolio managers working with private-banking and wealth-management clients.
Is the program IBF-STS accredited
Yes. Its reference is TGS-2026063546. The full-day program carries 8 CPD hours upon successful completion. Eligible participants may receive funding of up to 70%, subject to IBF requirements.
Can my company register several participants
Who is Ron William?
Ron William, CFTe, CMT, is a market strategist, educator and performance coach with more than 20 years of experience across economic research and institutional markets. He founded RWA Market Advisory and previously spent four years at Bloomberg as a senior technical-analysis specialist.
When and where is the program held?
It takes place in person in Singapore on Tuesday, 20 October 2026. Confirmed participants will receive the venue details closer to the date.
Do I have to contact you before registering?
No. If you already know the program is right for you, you can register directly on the official program page. WhatsApp is the best first step if you want to check suitability, funding eligibility or team registration.
REGISTER
One session, 20 October
Fill in the short form below and we’ll confirm your place, with venue details closer to the date.