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

Enroll in Behavioral Financial Advice

Enroll in Behavioral Financial Advice

Save 10% on Behavioral Financial Advice from Kaplan and think2perform

Kaplan and think2perform’s Behavioral Financial Advice program, comprised of 2 online courses, is exactly what financial professionals need to set themselves apart. The program is designed to give you ideas to incorporate into your practice right away - even before course completion.

View the details of our Behavioral Financial Advice package below and enroll today!

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Behavioral Financial Advice Course Package
BFA Package $895.00  Add to Cart 

Your course package contains:

  • Course 1: Behavioral Financial Advice and You
  • Course 2: Behavioral Financial Advice and Your Clients
  • Financial Intelligence textbook
  • Values Cards
  • Interactive Study Calendar & Exercises
  • Online quizzes and final exam
  • Academic Advisor Support & Message Board

Add-on the Certification Exam in the cart for just $75. 

After taking an interest in learning why sound advice might not be implemented, I discovered Kaplan's Behavioral Financial Advice certification. This course not only helped me better understand my own reactions to difficult decisions, but it also shed light on why clients may react in certain ways to various financially related issues they encounter. Completion of this course has not only helped me personally, but it better positions me as a trusted advisor. I can now help clients understand why they may feel a certain way in the wake of a financial decision and can help them make a more rational and less emotionally based decision.
D.A., 2014 Exam Taker

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.