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

Behavioral Financial Advice from Kaplan and think2perform®

Two leaders in financial education have come together: Kaplan Financial Education and College for Financial Planning

We’re excited to bring great news to all current students who rely on the unparalleled education and reputation offered by Kaplan. Kaplan Professional has completed its acquisition of College for Financial Planning, bringing together two respected leaders in financial services education. This partnership opens up exciting new educational opportunities for current students and financial professionals within the industry.

At this time, you can still count on Kaplan Financial Education to help you earn a Behavioral Financial Advice certificate. Current students can continue to log into their coursework at kaplanlearn.com with the login button at the top right of the screen.

Set Yourself Apart with Behavioral Financial Advice

At this time, you can still count on Kaplan Financial Education and think2perform® for behavioral financial advice training. Current students should continue to log into their coursework at kaplanlearn.com with the login button at the top right of the screen.

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 strengthen 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®