Finance
Explore how perception, emotion and social influence shape financial decisions. This course connects behavioural concepts with practical situations in investment discussions, budgeting and risk assessment. Develop methods that make assumptions visible and improve the decision process, without claiming that human biases can be eliminated entirely or that better investment returns are guaranteed.
Request informationYOUR PROGRAMME AT A GLANCE
For individuals & organisationsWe agree a start that fits your professional and personal commitments.
OSAM certificates: according to your starting level and learning goals. Company group programmes are usually planned in days or half-days.
Synchronous teaching. Both formats include the OSAM platform for course materials and organisational information.
From an eduQua-certified institution.
An individual quotation confirms the programme, delivery format and applicable fees.
Highly personalised teaching with experienced practitioners working at a high professional level.
FROM KNOWLEDGE TO CAPABILITY
Finance professionals, client advisers, managers and people interested in decision psychology.
YOUR LEARNING JOURNEY
These modules form the core programme. Where useful, we refine the emphasis, examples and learning activities to reflect your professional context, starting point and objectives.
Compare simplified rational models with behavioural observations. Examine limited attention, uncertainty and context as influences on choices. Short experiments demonstrate why behaviour should not be labelled irrational before the available information, objectives and actual decision environment have been understood and alternative explanations have been considered.
Explore anchoring, confirmation bias, overconfidence and availability through concrete financial cases. For each mechanism, identify observable clues, alternative explanations and useful follow-up questions. The emphasis is on testing an interpretation rather than attaching a psychological label to another person on the basis of limited evidence.
Investigate how reference points and the presentation of outcomes can affect decisions. Discuss loss aversion, regret and pressure to act through case studies. Distinguish an emotional reaction from financial capacity to bear losses and recognise why a calm conversation does not replace a complete risk assessment.
Analyse how market news, social media and group dynamics influence attention and expectations. Compare sources to separate verifiable information from opinion and promotion. Historical examples are used as learning material rather than as a basis for claiming that future market movements can be forecast reliably.
Develop checklists, competing hypotheses and a decision journal. Criteria recorded in advance help prevent outcomes from being reinterpreted with hindsight. A case exercise explores how independent assessments and scheduled reviews can improve process quality while the eventual economic result remains uncertain and outside your complete control.
Design a conversation that explains goals, risks and uncertainty clearly. Review a professional decision using a structured reflection framework. Your transfer plan specifies practical routines and boundaries; it does not promise error-free decisions or a reliable method for predicting how another person will behave.
THE PEOPLE BEHIND YOUR PROGRESS
Educational direction, subject expertise and adult learning support. Your final trainer assignment is confirmed in your proposal.
DIRECTOR’S PERSPECTIVE
Managing Director
Simon Pawolleck provides OSAM’s overall direction. The focus is on relevant skills, a clear learning structure and personal support that connects professional ambitions with practical progress.
EXPERT’S PERSPECTIVE
Expert trainer
François E. Aubert brings the programme’s subject expertise into focus. The educational approach connects a structured foundation with practical situations, relevant exercises and feedback aligned with your professional objectives.
ADULT LEARNING & ANDRAGOGY
Head of Adult Learning
Federal Diploma of Higher Education in Adult Education
Sandrine Mélé oversees the adult learning approach: coherent progression, active participation and learning methods that take account of prior experience. She supports a structured, practical and human approach to developing competence.
Active at a high professional level, selected against demanding criteria.
Developing the skills of their employees with OSAM.
An experience centred on the people who learn with us.
Personal career goals. Shared organisational priorities.
SERI / SEFRIeduQua-certified institution. Federal qualifications listed by SERI in selected pathways.
TRUST, BUILT THROUGH EXPERIENCE
From ambitious individuals to established organisations. Discover some of the companies that work with OSAM.
LEARNERS’ VOICES
OSAM Google review rating
As displayed on the OSAM website, 4 November 2026.View Google reviews“Patient teaching and very engaging lessons.”
“Excellent quality and personalised practical scenarios.”
GOOD TO KNOW
Finance professionals, client advisers, managers and people interested in decision psychology. The programme is available to private individuals and organisations, including company teams. OSAM welcomes learners living or working in Switzerland as well as international participants joining live online.
OSAM is an eduQua-certified continuing education institution. An OSAM certificate documents the learning agreed for your programme; eduQua is a quality label for the institution, not federal recognition of every individual course.
OSAM’s work connects individual professional development with the needs of companies in Switzerland and internationally. Client references and learner reviews below offer a practical view of that work.
You develop skills you can apply in real situations, with guidance from experienced practitioners and access to learning materials on the OSAM platform. The programme focuses on these outcomes:
Yes. We start with the established programme and refine the emphasis, practical cases and learning support where useful. Adjustments take account of the individual or company’s professional context, existing skills and goals. The agreed programme is confirmed before enrolment; federal examination requirements remain binding where applicable.
For the OSAM certificate, contact us to review your current level, prior experience and objectives. We will confirm the appropriate entry requirements and any recommended preparation.
No. Its methods can support more careful decisions, but market risk and uncertainty remain. Higher returns or the avoidance of losses are not guaranteed.
No. Concepts are introduced through accessible examples. Existing experience in finance or management can support more advanced case work.
No. It studies decisions and observable situations. It does not teach clinical diagnosis or reliable classification of people from isolated behaviours.
YOUR CAREER, IN PERSPECTIVE
Depending on your experience and qualifications, this subject can support development in the following professional directions.
Explore Swiss salaries on SalariostatYOUR NEXT STEP
Tell us where you want to go. Together, we will define the learning journey that gets you there.
info@osam-academy.com+41 31 528 01 28