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Behavioral Finance Certified Psychology-Based Training

Decode Your Financial Emotions

Most investors lose money because they're fighting themselves. We teach you to recognize emotional patterns in your decisions—so you stop sabotaging your portfolio.

Explore Our Program
Financial planning and emotional awareness

What We've Seen Since 2019

Our participants have spent hundreds of hours confronting their biases and tracking their reactions. Here's what actually happened when people stopped making reactive decisions.

82%
Reduced Panic Selling

Participants reported fewer impulsive trades during market dips after learning their emotional triggers

6-9
Months to Shift

Average time students needed before recognizing their patterns and adjusting their behavior

340+
Canadian Investors

Individuals across provinces who've completed our emotional investing framework since 2020

Understanding investment psychology

Why Emotion Matters More Than Strategy

You can memorize every chart pattern and valuation ratio out there. But if you panic when markets drop 15%, none of that knowledge helps. Emotion overrides logic every time.

We focus on the psychological side because that's where the real losses happen. Fear makes you sell low. Overconfidence makes you buy high. And regret keeps you frozen when you should act.

  • Learn to identify your personal risk tolerance—not what someone else tells you it should be
  • Practice decision-making during simulated market stress so you're prepared when it's real
  • Build awareness of when you're trading on emotion versus when you're following your plan
  • Understand how memory bias distorts your perception of past investment successes and failures

Our Four-Part Framework

This isn't about picking stocks or timing the market. It's about understanding yourself well enough to make better decisions under pressure. Each component builds on the previous one.

Pattern Recognition

You'll track your reactions to market events for weeks. Not your trades—your emotional responses. We look for recurring triggers that lead to poor choices you later regret.

Bias Identification

Everyone has cognitive biases. Confirmation bias, recency bias, loss aversion—these shape every decision you make. We help you spot yours so they stop controlling your portfolio.

Response Building

Once you know your patterns, you create specific responses. Not vague intentions like "stay calm," but concrete actions—like walking away from your computer for 24 hours before selling anything.

Long-Term Integration

Changing behavior takes months, not weeks. We provide ongoing exercises and reflection tools so the new patterns actually stick. Most participants need 6-9 months before they feel truly different.

Program participant portrait

Callum Drengsted

Edmonton, AB

I used to check my portfolio five times a day and make changes whenever something moved. Now I check once a week. That alone changed everything—I stopped reacting to noise and started following my actual strategy.

Callum joined our autumn 2023 cohort after years of inconsistent returns. He spent eight months working through the framework and says the biggest shift was simply recognizing when he was about to make an emotional decision.

What the Program Actually Involves

This is a structured learning experience, not a quick course you finish in a weekend. You'll need to commit real time and genuine effort if you want lasting change in how you invest.

Next cohort begins September 2025

12

Weeks of Core Content

Video lessons, reading materials, and exercises delivered weekly so you have time to absorb and apply each concept

24

Tracking Assignments

Regular exercises where you document your reactions and decisions—this is how you identify your patterns

6

Group Discussions

Live sessions where participants share experiences and learn from each other's emotional challenges

Investment decision framework materials Participant learning environment