Visualising your future self

Clients need to ‘time travel’ into the future to overcome present bias and make the impact of their decisions on their future-self more tangible and improve their lives down the road.

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 how biases prevent people from visualising their future selves
Help your clients vividly imagine their future self
Use mental accounting to support decisions for the future self

Discover two psychological tools to help you have better conversations

Imagining the future self
Mental accounting

Visualising your future self

Clients need to ‘time travel’ into the future to overcome present bias and make the impact of their decisions on their future-self more tangible and improve their lives down the road.

Continue your HumanSense journey

Continue your learning

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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Structuring choice

This training covers the psychology choice and decision making and how you can help clients understand the reality of risk.

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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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