Emotional
Investing
Examined
Most financial decisions are not purely rational. This program examines the psychological patterns that shape investor behaviour - from loss aversion and overconfidence to herd effects and anchoring bias. The goal is not to eliminate emotion, but to recognise when it distorts judgement.
Six modules, one coherent arc
Each module builds on the previous one. The sequence moves from foundational concepts in behavioural finance to applied decision auditing in realistic portfolio scenarios.
The emotional layer in financial decisions
An introduction to how affect, mood, and stress states measurably alter risk tolerance. We look at documented cases where short-term emotional pressure led to structurally inconsistent decisions in otherwise stable portfolios.
Loss aversion and asymmetric pain
Kahneman and Tversky's prospect theory is not abstract here - participants trace its effects through real documented portfolio logs . The module focuses on why losses register roughly twice as intensely as equivalent gains, and what that asymmetry costs over time.
Overconfidence - when conviction exceeds information
Overconfidence is among the most consistent predictors of underperformance in retail investing. This module examines calibration research from financial psychology and helps participants identify their own confidence patterns through structured self-assessment exercises.
Herd behaviour and social contagion in markets
Market panics and bubbles share a common mechanism: social proof overrides individual analysis. Participants study three historical episodes in detail, examining the decision-making environment at each stage rather than the outcome alone.
Anchoring, framing, and information context
The same data presented differently produces different decisions. This module works through controlled framing experiments and their direct parallels in how financial media, analyst reports, and product disclosures are structured to influence perception.
Building a personal decision audit practice
The final module is applied. Participants construct a personal decision journal framework and work through a structured audit of three past financial decisions using the analytical tools covered across the program. No external critique - the process is self-directed.
Getting started with the program
The program runs in cohorts of 12–20 participants. Remote access is available across all Canadian provinces and territories, with session times distributed to accommodate Atlantic, Eastern, Central, and Pacific time zones.
Confirm the program addresses your specific area of interest before registering.
Contact the team at info@capvesty.io for the upcoming schedule.
Participant materials and session links are sent within 48 hours of confirmed registration.
Discussion is a core part of the learning design - passive attendance limits what the program can offer.