OH Behave Request

By filling out and submitting the form below, you will receive access to the Behave Technologies assessment tool. After completing the assessment, you will receive a personalized report that will provide insight into your investor personality type. You will also receive an advisor version of the report.

The assessment tool and reports are critical components of the Behavioural Finance in Action course. They are provided for your learning only and are not to be used with your clients or anyone other than yourself. Together with the course materials, the reports will leave you with a greater appreciation of how behavioural finance can help you coach your clients toward making better investment decisions.

Due to restrictions on the use of corporate email addresses, please use a working but non-corporate email address when filling out the form. Only your first name and email address will be provided to Behave Technologies for the purpose of the login.

Please allow up to three business days of processing time before receiving an email invitation from Behave Technologies to complete the assessment.