Our offices will be closed Monday, May 27th, 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 28th. 

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

Enroll in Behavioral Financial Advice

Mentor and coach your clients with Behavioral Financial Advice from Kaplan and think2perform

The Behavioral Financial Advice program is delivered online and consists of two courses, designed to be completed in approximately 20 to 30 hours. The program provides you with concepts to incorporate into your practice right away—even before course completion.

Select a Product Price

Behavioral Financial Advice

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. 

Behavioral Financial Advisor™ Certification

After completion of the BFA program, you can pass an online Certification Exam to become a Behavioral Financial Advisor™.*

Certification Exam: $75 as add-on with full BFA Program | $99 a la carte

To order your Certification Exam, please call 800.717.3650.


*Select firms around the country have recognized the BFA™ designation and authorize the use of its marks.