Behavioral Financial Advice from Kaplan and think2perform®

Strengthen your client relationships with a holistic approach to decision-making.

Elevate your role with clients by establishing yourself as a trusted, highly valued partner. The Behavioral Financial Advice program, developed by Kaplan and think2perform, provides training that deepens client relationships through professional and personal financial planning consultation.

This certificate program will help you mentor and coach your clients in their financial decisions, transition to advice-based fees, and offer a holistic approach to strengthen the advisor-client relationship. Using an integrated approach founded on self-awareness, we demonstrate how traditional finance practices are influenced by psychology and neuroscience. The BFA program improves emotional competencies and decision-making behavior to increase the usage of the financial plan for you and your clients.

Why do I need training in behavioral finance?

Understand why so many advisors are choosing the BFA program to differentiate themselves in the marketplace.

Free Webinar

Learn more about the BFA program with this informative, pre-recorded webinar.

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Enroll in the BFA certificate program or renew your credential with CE courses.