Our offices will be closed Monday, May 28th, in observance of Memorial Day. Technical Support will be available via email at ​kfeducation@kaplan.com during business hours. We look forward to serving you when we return Tuesday, May 29th. 

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

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 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®