Structuring Choice

Clients need help from their advisers to make long-term financial decisions. Intentionally structuring the choices available to them and supporting them through their decision-making process can ease the way.

The Importance of HumanSense

Considering Consumer Duty, it’s important now more than ever to create a safe space for clients to talk openly about their financial planning. That’s why we’ve created HumanSense, an elearning based on research interviews undertaken by behavioural psychologists, with advisers and clients, to help you understand your client’s behavioural biases and engage in deeper conversations.

There are a total of six training modules covering a range of topics, such as Understanding client behaviour, Creating emotional resonance and Visualising your future self. After each assessment you complete, you’ll be awarded 60 minutes of CPD and will receive a certificate. 

Getting Started

Although you can complete the modules in any order, we recommend starting with Understanding client behaviour. From there, you can select any of the five modules to complete.

The learning objectives for this training are:

  • Understand the factors that motivate people to avoid anxiety around risk
  • Describe the benefits of understanding the psychology of choice and decision making
  • Help clients comprehend the reality of probability and risk
  • Use psychological tools to structure choice for clients

Discover three psychological tools to help you have better conversations

  • How to motivate clients to avoid anxiety around risk
  • Support clients understanding the reality of probability and risk
  • Make use of resources for structuring client choices

Structuring Choice

Clients need help from their advisers to make long-term financial decisions. Intentionally structuring the choices available to them and supporting them through their decision-making process can ease the way.

Continue your HumanSense journey

Continue your learning

Understanding client behavior


This module introduces you to Human Sense. This eLearning demonstrates how Consumer Duty ties in and explains the behavioural biases and motivational traits that impact decision making.

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Creating emotional resonance

Learn about the three elements of trust and how building emotional empathy can support deeper conversations with clients.

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Visualising your future self

What prevents clients visualising their future selves? Learn how to support customers making decisions for their financial future.

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Unlocking unhelpful anchors

Unhelpful anchors can act as barriers to clients whilst making decisions. This eLearning demonstrates how you can help them make more informed choices.

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Simplifying the complex

How you present information can impact a customer’s level of understanding. Simplifying the complex will help you support customers in vulnerable circumstances as well as how to create clarity.

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Understanding client behavior

Understanding client behaviour

Creating emotional resonance

Understanding client behaviour

Visualising your future self

Unlocking unhelpful anchors

Simplifying the complex