The Behavioral Financial Advice program developed by Kaplan and think2perform® is designed to train, develop, and improve the moral and emotional competencies necessary to help you, as well as your clients, make better decisions throughout the financial planning process.
Graduates of the Behavioral Financial Advice program will be eligible to sit for the BFA certification exam. Upon passing the exam, students will become a Behavioral Financial Advisor™ and can use the designation.
The Behavioral Financial Advice program will not only give you the ability to better balance your cilents' emotions, but the training will set you apart as an advisor and keep you compliant with ever-changing industry guidelines.
Our 2-course online program delivers results:
97% of advisors report the program increased their production
73.1% of advisors saw an increase in client acquisition
Behavioral Financial Advice is ideal for financial services professionals/individuals who are looking to better understand financial decision-making behavior and how they can prepare for it. It can benefit:
Financial advisors and planners
Investment advisors and planners
Advisors who work directly with clients
Individuals seeking to understand their own and others' decision-making behavior