Kaplan and think2perform’s Behavioral Financial Advice (BFA) program, comprised of two online courses, is exactly what financial professionals need to set themselves apart.
Graduates of the BFA program will be eligible to sit for the BFA Certification exam. Upon passing the exam, students will become a Behavioral Financial Advisor™ and are eligible to use the designation when liaising with clients.
Each course is designed to be completed in approximately 60 days or 20 to 30 hours. An average of 3.5 hours of coursework per week prepares students to complete the program in 120 days. After completion of the BFA program, students can pass an online Certification Exam to become a Behavioral Financial Advisor™. Certification Exam is $75 as add-on with full BFA Program or $99 a la carte - call to order.
Connect with our seasoned team of Designation Specialists to discuss if the BFA Program is right for you.
of advisors report the program increased their production.
of advisors saw an increase in client acquisition after the program.
BFA™ holders must complete and file 16 continuing education credit hours every 2 years. Kaplan offers over 50 online CE courses that can be used to satisfy BFA CE credits.
Fulfill these credits through the Total Access CE for CFP® Certification Renewal Library (you do not have to be a CFP® professional to leverage this library) or, if you hold an insurance license, you can select your state and double-dip your CE credits.
Completing the Behavioral Financial Advice coursework provides you with:
BFA Students quality for up to 20 CE credits toward the following certifications:
BFA Students quality for up to 8 CE credits toward Investments & Wealth Institute designations:
Contact a Student Relations Specialist with any questions regarding your CE requirements and courses at 800-717-3650 or email@example.com.