Kaplan University School of Professional and Continuing Education Kaplan University School of Professional and Continuing Education

Behavioral Financial Advice from Kaplan and think2perform®

Behavioral Financial Advice from Kaplan and think2perform®

Strengthen the Advisor-Client Relationship with Behavioral Financial Advice from Kaplan and think2perform

Strengthen the Advisor-Client Relationship

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 program will help you mentor and coach your clients in their financial decisions, transition to advice-based fees, and offer a holistic approach to strengthn the advisor-client relationship.

The Psychology and Neuroscience Behind Financial Planning

Using an integrated approach founded on self-awareness, we demonstrate how traditional finance practices are influenced by psychology and neuroscience. The Behavioral Financial Advice program improves emotional competencies and decision-making behavior to increase the usage of the financial plan for you and your clients.

*Source: think2perform®