As a financial services professional, wouldn't it be great if you had a better understanding of why your clients make irrational financial decisions? With our two-course Behavioral Financial Advice package, you will learn ways to help your clients manage their emotions and improve their investment decision-making behavior. Start incorporating Behavioral Financial Advice into your practice now.
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This package includes both Behavioral Financial Advice and You and Behavioral Financial Advice and Your Clients courses, the textbook, and the value cards.
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. To order the Certification Exam for $99, please call 800.717.3650.